Financial Solutions Advisor I — Launch Your Licensed Financial Career

Bank of America; Garland (TX); On-site; USD 52,000 - 78,000; Full time

Job summary

Bank of America in the United States is hiring a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66). You’ll learn to acquire, build and manage client relationships and to guide clients’ financial lives with trusted advice.

You'll start in a financial center delivering core banking and investment solutions, with progression to Stage II as you grow a client portfolio.

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.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66) and support licensing milestones.
• Deliver end-to-end client advisory with a focus on banking and investment solutions.
• Build and deepen client relationships within a portfolio and collaborate with banking/investment partners.

Skills

Client Experience

Client Solutions

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 or GED

Job description

Bank of America in the United States is hiring a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66). You’ll learn to acquire, build and manage client relationships and to guide clients’ financial lives with trusted advice.

You'll start in a financial center delivering core banking and investment solutions, with progression to Stage II as you grow a client portfolio.