Licensed Financial Solutions Advisor (SIE/Series)

Bank of America; San Diego (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with Securities Industry essentials (SIE) training and then pursue Series 7 and 66 licenses as part of career development. You will start in a financial center, delivering core banking and investment solutions while building relationships with clients.

The role emphasizes learning through dedicated training, accessing a broad network of banking and Merrill investment partners, and progressing to higher levels within Bank of

Qualifications

• Must be on track to obtain required industry licenses.
• Strong time management and capacity discipline.
• Experience cultivating client relationships and identifying needs.
• Proven ability to communicate effectively and collaborate with others.
• Ability to manage multiple tasks in a fast-paced environment.
• Willingness to learn new technology and applications.

Responsibilities

• Acquire, build, and manage client relationships and portfolios.
• Provide end-to-end financial advice and solutions to clients.
• Collaborate with core banking and investment partners to meet client needs.
• Grow and deepen relationships within a client portfolio.
• Complete required licenses and training via the Academy.

Skills

Licensing readiness

Time management

Client relationships

Communication

Multitasking

Tech adaptability

Education

High School Diploma or GED

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with Securities Industry essentials (SIE) training and then pursue Series 7 and 66 licenses as part of career development. You will start in a financial center, delivering core banking and investment solutions while building relationships with clients.

The role emphasizes learning through dedicated training, accessing a broad network of banking and Merrill investment partners, and progressing to higher levels within Bank of