Financial Solutions Advisor I — Client Wealth & Advisory

Bank of America; Wake Forest (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Training programs

One-on-one coaching

Licensing support

Career progression

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I and beyond to start in a role building client relationships, delivering banking and investment solutions, and guiding clients through a growing financial picture. You will begin with obtaining SIE, Series 7 and Series 66 licenses and progress through the Academy to more advanced levels.

Successful candidates will show initiative, strong communication, and a collaborative approach to serving clients while

Qualifications

• Must obtain required industry licenses (SIE, Series 7, Series 66) within the stated timeframe.
• Strong time management and self-discipline.
• Experience cultivating client relationships and identifying needs.
• Ability to collaborate and communicate effectively in a fast-paced environment.

Responsibilities

• Build and manage client relationships and provide financial guidance.
• Obtain securities licenses and progress through stages.
• Collaborate with banking and investment partners to meet client needs.
• Deliver end-to-end advisory services and client reviews.

Skills

Licensing prep

Client relationships

Time management

Communication

Multi-tasking

Tech adaptability

Education

Bachelor’s degree

High School diploma

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I and beyond to start in a role building client relationships, delivering banking and investment solutions, and guiding clients through a growing financial picture. You will begin with obtaining SIE, Series 7 and Series 66 licenses and progress through the Academy to more advanced levels.

Successful candidates will show initiative, strong communication, and a collaborative approach to serving clients while