Financial Solutions Advisor I: Build Client Wealth

Bank of America; Warrington Township (Bucks County); On-site; USD 52,000 - 68,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with core licensing coursework (SIE, Series 7/66) and build client relationships in a banking center. You will progress through staged roles with Growth opportunities across Bank of America and Merrill as you advance licensing milestones and advisory skills.

You’ll learn consultative approaches to identify client needs, deliver solutions, and collaborate with banking and investment partners to support financial goals.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships and identifying needs.
• Strong collaboration and communication with peers.
• Results-driven mindset prioritizing client interests in a fast-paced setting.
• Ability to juggle multiple tasks simultaneously.
• Willingness to learn new technology and applications.

Skills

Licensing aptitude

Time management

Client relationships

Communication

Results-driven

Multitasking

Tech adaptability

Education

SIE + Bachelor's degree or 1 year financial services

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with core licensing coursework (SIE, Series 7/66) and build client relationships in a banking center. You will progress through staged roles with Growth opportunities across Bank of America and Merrill as you advance licensing milestones and advisory skills.

You’ll learn consultative approaches to identify client needs, deliver solutions, and collaborate with banking and investment partners to support financial goals.