Financial Solutions Advisor I: Launch Your Licensed Career

Bank of America; Town of Florida (NY); On-site; USD 52,000 - 80,000; Full time

Job summary

Bank of America Financial Solutions Advisor Stage I is a structured program guiding you through licensing (SIE, Series 7, Series 66) and then placing you in a financial center to advise clients. You will build relationships with individuals and small businesses, assess needs, and recommend banking and investment solutions.

Training and mentorship are emphasized, with a path to Stage II and further opportunities within Bank of America and Merrill.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships and recommending solutions.

Responsibilities

• Provide end-to-end client advice and reviews with confidence, and present strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners to deliver comprehensive solutions.
• Connect clients to Bank of America and Merrill locations and products to meet financial needs.

Skills

Time management

Client relationships

Communication

Collaboration

Education

Bachelor's degree

Job description

Bank of America Financial Solutions Advisor Stage I is a structured program guiding you through licensing (SIE, Series 7, Series 66) and then placing you in a financial center to advise clients. You will build relationships with individuals and small businesses, assess needs, and recommend banking and investment solutions.

Training and mentorship are emphasized, with a path to Stage II and further opportunities within Bank of America and Merrill.