Financial Solutions Advisor: Growth Path & Licensing

National Black MBA Association; Saint Petersburg (FL); On-site; USD 52,000 - 78,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses and to learn the advisory skills for managing client relationships. The role moves toward a Financial Solutions Advisor Stage II as you progress, with Academy support and a clear pathway to advanced opportunities within Bank of America and Merrill.

You will train in a financial center, build a portfolio of clients, and deliver holistic financial solutions.

Qualifications

• Licenses required or pursued, including SIE and Series 7/66 exams.
• Strong time management and multitasking abilities.
• Experience in cultivating client relationships and identifying needs.
• Ability to communicate and collaborate with peers.
• Results-driven mindset focused on client interests in a fast-paced environment.
• Willingness to obtain licenses within required timelines.

Responsibilities

• Build a successful career at Bank of America with training and onboarding.
• Earn SIE, Series 7 and Series 66 licenses through structured study.
• Provide end-to-end advisory and deliver client reviews/presentations.
• Collaborate with banking and investment partners to meet client needs.
• Develop relationships with clients across the financial center network.

Skills

Client Experience

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Risk Management

Executive Presence

Education

Bachelor's degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses and to learn the advisory skills for managing client relationships. The role moves toward a Financial Solutions Advisor Stage II as you progress, with Academy support and a clear pathway to advanced opportunities within Bank of America and Merrill.

You will train in a financial center, build a portfolio of clients, and deliver holistic financial solutions.