Finance Jobs in Mill Valley, CA

1 job found

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2mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Mill Valley, CA

Mill Valley, CA

2mo ago Closed

$28 - $33/hr Full time Advisor Bank of America Banking

This position is no longer accepting applications (closed Jun 24, 2026).

Job Description

Entry-level Financial Solutions Advisor Stage I role in Mill Valley, CA (onsite) at Bank of America, focused on obtaining securities licenses (SIE, Series 7, Series 66) and delivering financial solutions, with progression to Stage II within Bank of America and Merrill.

Responsibilities

Develop and manage client relationships across the lifecycle
Analyze a client’s complex financial picture and provide tailored guidance and solutions
Deliver personalized, human-centered financial interactions
Present Bank of America core banking and investment offerings and client care approach in a financial center
Expand your professional network by engaging with banking customers, small business owners, and higher net worth clients
Enhance your business knowledge with a defined consultative process to identify client needs and appropriate solutions
Offer end-to-end comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients reach their financial goals and life priorities
Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions to meet diverse financial needs

Requirements

Aptitude to obtain required industry licenses
Self-disciplined with strong time management and capacity control
Experience in cultivating client relationships, assessing needs, and recommending solutions
Proven ability to develop strong peer relationships through effective communication and collaboration
Results-driven mindset with a client-first approach in a complex, fast-paced environment
Ability to multitask effectively in dynamic settings
Willingness to learn and adapt to new technology or applications

Benefits

Affordable, competitive and flexible benefits

WE’LL HELP YOU

Develop a successful career at Bank of America through structured training and onboarding programs
Receive training and one-on-one coaching from Academy managers invested in your success
Grow your business knowledge using a defined consultative approach to identify client needs and solutions
Earn SIE, Series 7 and Series 66 licenses (63 and 65 accepted in lieu of 66) via structured lessons and dedicated study time
Obtain SIE within 30 days of hire and Series 7 and 66 within 120 days, as required for the role
Build your network by starting at a financial center and engaging with a range of clients
Leverage relationships with Bank of America and Merrill to help grow your business
Provide end-to-end advisory, deliver client reviews/presentations with confidence, and recommend strategies to meet financial goals
Collaborate with core banking and investment partners to connect clients with solutions to meet wide-ranging 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

WEEKLY SCHEDULE

Monday through Friday, with rotating Saturdays required

SHIFT

1st shift (United States of America)

HOURS PER WEEK

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