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Financial Solutions Advisor
Bank of America. Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time .
Posted 10/24/2026full-timeCupertino • California • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite
About the role
Key responsibilities & impact- Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time
- Learn foundational advisor skills, including acquiring, building, and managing client relationships
- Assess clients’ complex financial pictures and provide advice and solutions
- Work in a financial center to deliver banking, investment solutions, and client care
- Use a consultative approach to identify client needs and appropriate solutions
- Build relationships with banking customers, small business owners, and higher-net-worth clients
- Provide comprehensive advice and conduct client reviews and presentations
- Recommend strategies to help clients achieve financial goals and life priorities
- Collaborate with banking and investment partners
- Connect clients with Bank of America and Merrill solutions
- Progress toward Financial Solutions Advisor Stage II and future roles within Bank of America and Merrill
Requirements
What you’ll need- High School Diploma / GED / Secondary School or equivalent
- Aptitude in obtaining required industry licenses
- Must obtain SIE within 30 days of being hired
- Must obtain Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
- Must register for and maintain SAFE Act registration and complete the required background check
- Must be self-disciplined in managing time and capacity
- Experience cultivating client relationships, assessing needs, and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Results-driven mindset while prioritizing client interests in a complex, fast-paced environment
- Ability to execute multiple tasks simultaneously
- Ability to learn and adapt to new technology or applications
- Bachelor's degree and/or minimum of one year of financial services industry or sales experience (desired)
- Currently holds FINRA Securities Industry Essentials (SIE) (desired)
Benefits
Comp & perks- World-class training and onboarding programs
- Dedicated classes and study time for SIE, Series 7, and Series 66 exams
- Training and one-on-one coaching from Academy managers
- Paid time off
- Industry-leading benefits
- Resources and support for employees
- Base salary compensation
- 40 hours per week with Monday–Friday schedule and rotating Saturdays