Financial Solutions Advisor I: Growth & Licensing Path

Bank of America; Gilbert (AZ); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Licensing support (SIE/Series 7/66)

Industry-leading training

Career progression opportunities

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to build and manage client relationships, obtain required securities licenses, and deliver core banking and investment solutions. The role advances through Stage II as you grow the client portfolio and expertise.

You will begin in a financial center, learn a consultative approach, and progressively serve a diversified client base while adhering to SAFE Act requirements and office-based attendance policies.

Qualifications

• Aptitude in obtaining required industry licenses.

Responsibilities

• Provide end-to-end comprehensive financial guidance and build client relationships.
• Assist clients with a broad range of financial needs and investment solutions.
• Collaborate with banking and investment partners to meet clients' financial goals.

Skills

Client Experience

Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to build and manage client relationships, obtain required securities licenses, and deliver core banking and investment solutions. The role advances through Stage II as you grow the client portfolio and expertise.

You will begin in a financial center, learn a consultative approach, and progressively serve a diversified client base while adhering to SAFE Act requirements and office-based attendance policies.