Licensed Financial Solutions Advisor: Launch Your Career

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

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in California. You will begin with licensed study for SIE, Series 7 and 66 exams, then build skills to advise clients on a range of banking and investment solutions. The role progresses through stages with ongoing training and partner collaboration.

On-site schedule Mon–Fri with possible Saturdays; base pay plus benefits. You’ll work at a financial center serving diverse clients and futures-focused families.

Qualifications

• High School diploma or equivalent required.
• Must pursue and obtain SIE, Series 7 and Series 66 licenses or equivalent.
• Strong client relationship, communication and sales aptitude.
• Resilience in a fast-paced, regulatory environment.
• Must be able to work in an office-based setting with training.

Responsibilities

• Obtain required securities licenses and build foundational advisory skills.
• Develop client relationships and identify financial solutions.
• Deliver end-to-end client reviews and presentations.
• Collaborate with banking and investment partners to meet client needs.

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 will begin with licensed study for SIE, Series 7 and 66 exams, then build skills to advise clients on a range of banking and investment solutions. The role progresses through stages with ongoing training and partner collaboration.

On-site schedule Mon–Fri with possible Saturdays; base pay plus benefits. You’ll work at a financial center serving diverse clients and futures-focused families.