Licensed Financial Solutions Advisor – Start Your Advisory Career

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

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7 and Series 66) and learn to advise clients on banking and investment solutions. You will build relationships, grow a portfolio, and support clients with financial planning while progressing through staged development.

You will train at a financial center, then move to a phone-based capacity and later to broader advisory roles, with a strong emphasis on regulatory

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.

Skills

Advisory

Account Management

Client Experience

Customer Focus

Oral Communications

Issue Management

Client Solutions

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies & Guidelines

Education

High School Diploma

Bachelor's Degree

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7 and Series 66) and learn to advise clients on banking and investment solutions. You will build relationships, grow a portfolio, and support clients with financial planning while progressing through staged development.

You will train at a financial center, then move to a phone-based capacity and later to broader advisory roles, with a strong emphasis on regulatory