Licensed Financial Solutions Advisor I (SIE/Series 7/66)

Bank of America; Los Angeles (CA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Training programs

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses, receiving dedicated training for SIE, Series 7 and Series 66 exams, and learning the fundamentals of client advisory.

You will start in a financial center, build relationships with clients, and progress to Stage II with continued training, mentorship, and access to the bank's broad banking and investment solutions.

Qualifications

• Licenses required or achievable: SIE, Series 7 and Series 66 (or 63/65 as allowed).
• Strong time management and disciplined work style.
• Experience building client relationships and identifying needs.
• Ability to communicate and collaborate with peers.
• Ability to multitask in a fast-paced environment.

Skills

Licensing & regulatory knowledge

Time management

Client relationship building

Communication & collaboration

Results-driven mindset

Multitasking

Adaptability to technology

Education

High school diploma / GED

Bachelor's degree or sales experience

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses, receiving dedicated training for SIE, Series 7 and Series 66 exams, and learning the fundamentals of client advisory.

You will start in a financial center, build relationships with clients, and progress to Stage II with continued training, mentorship, and access to the bank's broad banking and investment solutions.