Licensed Financial Solutions Advisor (SIE/Series 7)

Bank of America; United States; On-site; USD 39,000 - 45,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Job summary

Bank of America in Downey, CA seeks a Financial Solutions Advisor Stage I to begin by obtaining the licenses necessary to advise clients and build foundational relationships. You will learn to acquire, build and manage client relationships while guiding clients with tailored financial solutions.

Initially, you will deliver core banking and investment solutions and provide end-to-end advisory support to a diverse client base, including local banking customers and small business owners, with a

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and needs assessment.
• Strong communication and collaboration to build peer relationships.
• Results-driven mindset with client-first focus in a fast-paced environment.
• Ability to multitask and manage competing priorities.
• Willingness to learn new technology and applications.

Responsibilities

• Obtain SIE, Series 7 and Series 66 licenses through structured lessons.
• Deliver core banking and investment solutions with client care.
• Build and manage client relationships and assess financial needs.
• Provide end-to-end advisory services and client reviews.
• Collaborate with banking and investment partners to meet client needs.
• Progress through stages to Financial Solutions Advisor Stage II.

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 or equivalent

Bachelor’s degree

Job description

Bank of America in Downey, CA seeks a Financial Solutions Advisor Stage I to begin by obtaining the licenses necessary to advise clients and build foundational relationships. You will learn to acquire, build and manage client relationships while guiding clients with tailored financial solutions.

Initially, you will deliver core banking and investment solutions and provide end-to-end advisory support to a diverse client base, including local banking customers and small business owners, with a