Financial Solutions Advisor I: Launch Your Licensed Advisory Career

Bank of America; Amarillo (TX); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

World-class training

SIE/Series licenses program

Career progression opportunities

Competitive benefits

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing (SIE, Series 7/66) and to learn essential client advisory skills. The role progresses toward advising clients, delivering core banking and investment solutions, and building relationships across a growing portfolio.

The program emphasizes training, mentorship, and structured study time to obtain required licenses and advance within Bank of America and Merrill.

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.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

Bachelor's degree

High School Diploma / GED

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing (SIE, Series 7/66) and to learn essential client advisory skills. The role progresses toward advising clients, delivering core banking and investment solutions, and building relationships across a growing portfolio.

The program emphasizes training, mentorship, and structured study time to obtain required licenses and advance within Bank of America and Merrill.