Licensed Financial Solutions Advisor I – Start Your Advisory

Bank of America; Santa Ana (CA); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Pay transparency

Benefits eligible

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in California. You begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to build client relationships, assess financial needs, and provide tailored advisory solutions.

As you progress, you’ll work in a financial center, delivering core banking and investment solutions while expanding your professional network and advancing toward higher advisory roles within Bank of America and Merrill.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Acquire, build and manage client relationships to assess needs and provide solutions.
• Provide end-to-end comprehensive advice, and deliver client reviews/presentations with confidence.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill offerings.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I in California. You begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to build client relationships, assess financial needs, and provide tailored advisory solutions.

As you progress, you’ll work in a financial center, delivering core banking and investment solutions while expanding your professional network and advancing toward higher advisory roles within Bank of America and Merrill.