Financial Solutions Advisor I - Client Advisory & Growth

Bank of America; Tucson (AZ); On-site; USD 48,000 - 72,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licensing including SIE, Series 7, and Series 66. You will help clients with banking and investment solutions and start building relationships in a financial center with in-office attendance requirements.

Upon licensure, you’ll advance through the Academy and into more senior advisory roles, supported by dedicated training and coaching to grow your practice and impact.

Qualifications

• Aptitude for obtaining industry licenses.
• Self-discipline in time and capacity management.
• Experience cultivating client relationships and identifying needs.
• Ability to build peer relationships through collaboration.
• Spanish speaking (desired)

Responsibilities

• Provide end-to-end advisory services and client reviews.
• Collaborate with banking and investment partners to meet client needs.
• Deliver solutions and guidance to help clients reach financial goals.

Skills

Licensing aptitude

Time management

Client relationships

Communication

Team collaboration

Adaptability

Sales mindset

Education

High School Diploma

Bachelor’s degree (desired)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licensing including SIE, Series 7, and Series 66. You will help clients with banking and investment solutions and start building relationships in a financial center with in-office attendance requirements.

Upon licensure, you’ll advance through the Academy and into more senior advisory roles, supported by dedicated training and coaching to grow your practice and impact.