Financial Solutions Advisor I: Growth Path & Licensing

National Black MBA Association; Carson City (NV); On-site; USD 39,000 - 47,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and then work in a financial center delivering core banking and investment solutions. You will learn to acquire, build, and manage client relationships while guiding clients through complex financial scenarios.

The role offers structured training, coaching, and a path to progression within Bank of America and Merrill, with in-office requirements and opportunities to grow

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66) and progress within the academy.
• Build and manage client relationships, identifying needs and providing suitable financial solutions.
• Deliver end-to-end advisory services and presentations to clients.
• Collaborate with banking and investment partners to meet client needs.

Skills

Licensing aptitude

Time management

Client relationship building

Effective communication

Results driven

Multitasking

Adaptability to new tech

Education

High School Diploma / GED

Bachelor’s degree (desirable)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and then work in a financial center delivering core banking and investment solutions. You will learn to acquire, build, and manage client relationships while guiding clients through complex financial scenarios.

The role offers structured training, coaching, and a path to progression within Bank of America and Merrill, with in-office requirements and opportunities to grow