Financial Solutions Advisor Registration Candidate

Based onsite in Mountain View, California, this entry-level opportunity sits at the intersection of banking and investment advisory. As a Financial Solutions Advisor Stage I, you will focus on earning essential securities licenses and developing foundational advisory skills, with a clear path to Stage II and broader opportunities within Bank of America and Merrill.

Responsibilities

• Complete required securities licenses, including SIE within 30 days and Series 7 and Series 66 within 120 days (63 and 65 may be accepted in place of 66).
• Develop and manage client relationships, assess complex financial needs, and provide tailored advice and solutions.
• Enter a financial center to deliver Bank of America core banking services, investment solutions, and client-care approaches.
• Progress to Financial Solutions Advisor Stage II after demonstrated success and continue expanding client relationships within a portfolio.
• Offer end-to-end, comprehensive guidance, conduct client reviews and presentations with confidence, and recommend strategies to help clients reach their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions.
• Register for and maintain SAFE Act background checks and registration, staying in good standing; failure to obtain or maintain registration may result in termination.

Requirements

• Ability to obtain the required industry licenses.
• Strong self-discipline in time and workload management.
• Experience building and nurturing client relationships, assessing needs, and recommending solutions.
• Proven ability to establish solid internal relationships through effective communication and collaboration.
• Results-driven mindset with a client-first approach in a fast-paced, complex environment.
• Capacity to manage multiple tasks concurrently.
• Willingness to learn and adapt to new technology and applications.
• Education: High School Diploma, GED or equivalent.

Benefits

• World-class training and onboarding programs.
• One-on-one coaching from Academy managers committed to your success.
• Structured approach to expanding product knowledge and identifying client needs and solutions.
• Opportunity to earn SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through guided study; SIE within 30 days, Series 7 & 66 within 120 days.
• Networking opportunities at a financial center, engaging with banking customers, small business owners, and higher net worth clients.
• Ability to deliver end-to-end advice, client reviews and presentations, and recommend strategies to help clients meet financial goals.
• Collaboration with core banking and investment partners to connect clients with Bank of America and Merrill solutions.

What we’ll help you with

• Build a successful career at Bank of America through world-class training and onboarding programs designed for long-term success.
• Receive training and one-on-one coaching from Academy managers who are invested in your development.
• Enhance your business knowledge using a defined consultative approach to systematically identify client needs and appropriate solutions.
• Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time, with the SIE due within 30 days and Series 7 & 66 within 120 days.
• Grow your professional network starting at a financial center by engaging with banking customers, small business owners, and higher net worth clients, leveraging relationships to expand your practice.
• Provide end-to-end advice, deliver client reviews/presentations with confidence, and propose strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners to connect clients with solutions offered by Bank of America and Merrill to address a broad range of financial needs.

Skills

• Client experience branding
• Client solutions advisory
• Investment management
• Pipeline management
• Referral management
• Client relationship management
• Customer-focused service
• Portfolio oversight
• Prospecting and lead generation
• Referral identification
• Business acumen
• Executive presence
• Oral communication
• Risk management
• Trading knowledge

Schedule

• Schedule: Monday to Friday with rotating Saturdays

Shift

First shift (United States)

Hours per week

40

Compensation

• Hourly range: USD 29 - 34