Licensed Financial Solutions Advisor - SIE/Series 7

Bank of America; Roseville (CA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

World-class training

On-boarding programs

Competitive benefits

Job summary

Bank of America in Roseville, CA is hiring a Financial Solutions Advisor Stage I. This role focuses on obtaining securities licenses (SIE, Series 7, Series 66) and building foundational advisory skills for client relationships and financial solutions.

You will start in a financial center, delivering core banking and investment solutions, then advance toward broader advisory roles with structured training, licensing milestones, and opportunities across 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.
• Currently holds FINRA SIE and a Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

• Acquire, build and manage client relationships and portfolios.
• Consider a client’s complex financial picture and guide them with tailored advice and solutions.
• Deliver end-to-end comprehensive advice and client reviews/presentations.
• Collaborate with core banking and investment partners to meet financial needs.

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Job description

Bank of America in Roseville, CA is hiring a Financial Solutions Advisor Stage I. This role focuses on obtaining securities licenses (SIE, Series 7, Series 66) and building foundational advisory skills for client relationships and financial solutions.

You will start in a financial center, delivering core banking and investment solutions, then advance toward broader advisory roles with structured training, licensing milestones, and opportunities across Bank of America and Merrill.