Financial Solutions Advisor I — Client Advisory & Licensing Path

Bank of America; Chapel Hill (NC); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and develop skills to advise clients on core banking and investment solutions. You'll learn through dedicated training and progress to Stage II, supporting clients with comprehensive financial planning.

The program emphasizes in-office collaboration, ongoing development, and a pathway to advanced roles within Bank of America and Merrill. Training includes SIE, Series 7, and Series 66 licenses.

Qualifications

• Must be able to obtain required industry licenses (SIE, Series 7, Series 66) within specified timelines.
• Strong time management and organization to handle multiple tasks in a fast-paced environment.
• Experience building client relationships and identifying client needs.
• Proven ability to communicate effectively and collaborate with peers.

Responsibilities

• Build client relationships and provide customized financial solutions.
• Assist clients with core banking and investment needs.
• Progress through stages to become Financial Solutions Advisor Stage II within the academy.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Portfolio Management

Education

High School Diploma / GED

Bachelor's degree

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and develop skills to advise clients on core banking and investment solutions. You'll learn through dedicated training and progress to Stage II, supporting clients with comprehensive financial planning.

The program emphasizes in-office collaboration, ongoing development, and a pathway to advanced roles within Bank of America and Merrill. Training includes SIE, Series 7, and Series 66 licenses.