Licensed Financial Solutions Advisor | Training & Growth

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

Benefits offered by this job

Training programs

Career development opportunities

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to help clients with core banking and investment solutions while preparing for securities licenses. The role emphasizes building relationships and delivering tailored financial guidance in an in-office setting.

The program supports progression to Stage II and beyond, with structured training, exams, and collaboration with Merrill partners to meet client needs.

Qualifications

• Aptitude in obtaining required industry licenses.

Responsibilities

• Provide end-to-end comprehensive advice and guide clients to financial solutions.

Skills

Client Experience

Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree and/or 1 year financial services experience

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to help clients with core banking and investment solutions while preparing for securities licenses. The role emphasizes building relationships and delivering tailored financial guidance in an in-office setting.

The program supports progression to Stage II and beyond, with structured training, exams, and collaboration with Merrill partners to meet client needs.