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Bank of America is a global financial institution operating across banking, finance, and fintech. Its services include personal banking, small-business support, wealth management, investment services, and access to capital markets for individuals, businesses, and institutions. The company also focuses on responsible growth through sustainable finance, diversity initiatives, and community development programs.
Financial Solutions Advisor – Fresno, CA (Onsite)
Join Bank of America as a Financial Solutions Advisor trainee in Fresno, developing client relationships while pursuing securities licenses. Provide banking and investment guidance tailored to clients’ financial goals.
Description
- Complete structured training toward required securities industry licenses
- Develop and manage client relationships through a consultative process
- Assess client needs and identify suitable financial solutions
- Build relationships with banking customers, small business owners, and higher-net-worth clients
- Deliver comprehensive financial guidance through client reviews and presentations
- Recommend strategies aligned with clients’ financial goals and life priorities
- Work with banking and investment partners to support client needs
- Connect clients with Bank of America and Merrill banking and investment products
- Train at a designated financial center and potentially support clients by phone until a permanent location is assigned
- Advance toward Financial Solutions Advisor Stage II and other opportunities with Bank of America and Merrill
Requirements
- Ability and aptitude to obtain required industry licenses
- Strong self-management skills for organizing time and workload
- Experience developing client relationships, evaluating needs, and recommending solutions
- Ability to build effective peer relationships through communication and teamwork
- Results-oriented approach with a focus on client interests in a fast-paced environment
- Ability to manage multiple tasks at the same time
- Willingness and ability to learn new technologies and applications
- Obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 may be accepted instead of Series 66
- Meet SAFE Act registration, background-check, and ongoing good-standing requirements
- High school diploma, GED, secondary school credential, or equivalent
- Availability for a Monday–Friday schedule with rotating Saturdays
- Ability to work 40 hours per week
- Bachelor’s degree and/or at least one year of financial services or sales experience preferred
- FINRA Securities Industry Essentials (SIE) certification preferred
Benefits
- Comprehensive training and onboarding programs
- Training and individual coaching from Academy managers
- Dedicated instruction and study time for the SIE, Series 7, and Series 66 exams
- Paid time off
- Competitive employee benefits
- Wellness and career-development resources and support
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