Financial Solutions Advisor Registration Candidate

Entry-level Financial Solutions Advisor Stage I at Bank of America in San Francisco, CA on site, with an hourly range of USD 28 to 33. The position focuses on obtaining securities licenses (SIE, Series 7, Series 66) and developing client relationships to deliver banking and investment solutions, combining hands-on training with a pathway to Stage II and Academy-driven advancement within a financial-center setting.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66) through tailored instruction.
• Develop and manage client relationships, assess a client’s complex financial picture, and provide guidance and solutions to support their financial goals with a human-centered approach.
• Begin in a financial center contributing to Bank of America’s core banking services, investment solutions, and client-care approach.
• Progress through development stages with access to training and resources provided.
• Advance from Stage I to Stage II by delivering results and expanding relationships within a client portfolio.
• The Academy offers ongoing programs, tools, and resources to support your career journey.

Requirements

• Education: High School Diploma / GED / Secondary School or equivalent.
• Minimum 1 year of related experience.
• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Proven ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a focus on the client’s interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

Technologies

• Security Industry Essentials (SIE)
• Series 7
• Series 66

Benefits

• Access world-class training and onboarding programs that support a solid start and ongoing career development.
• Receive one-on-one coaching from Academy managers who are invested in your success.
• Grow business knowledge through a defined consultative approach to systematically identify client needs and suitable solutions.
• Earn SIE, Series 7 and Series 66 licenses (63 and 65 accepted in lieu of 66) through structured lessons; obtain your SIE within 30 days of hire and Series 7 and 66 within 120 days, as required for the role.
• Build your professional network starting in a financial center by engaging banking customers, small business owners, and higher net worth clients, leveraging relationships to support growth.
• Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions to meet a broad range of financial needs.

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

Schedule

Monday to Friday with rotating Saturdays.

Shift

First shift (United States)

Hours per week

40