Licensed Financial Solutions Advisor – SIE/Series 7 Path

Bank of America; Foster City (CA); On-site; USD 39,000 - 47,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in California. You will start with securities licensing (SIE, Series 7, 66) and learn to acquire, build, and manage client relationships, guiding clients with advice and solutions to support their financial goals.

You will progress through the Academy, transition to a financial center, and collaborate with partners to serve a diverse client base while meeting regulatory requirements and standards.

Qualifications

• Must obtain required licenses (SIE, Series 7, Series 66) with defined timelines.
• Progression to Series II and other roles within Bank of America and Merrill.
• SAFE Act registration and background check required; failure to obtain may affect employment.

Responsibilities

• Acquire, build and manage client relationships.
• Assess clients' financial needs and propose suitable solutions.
• Deliver core banking, investment solutions and client care.
• Collaborate with banking and investment partners to connect clients with solutions.
• Complete licensing milestones and advance through the Academy program.

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 start with securities licensing (SIE, Series 7, 66) and learn to acquire, build, and manage client relationships, guiding clients with advice and solutions to support their financial goals.

You will progress through the Academy, transition to a financial center, and collaborate with partners to serve a diverse client base while meeting regulatory requirements and standards.