Financial Solutions Advisor I — Launch Your Licensing Career

Bank of America; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin your licensing path (SIE, Series 7 and Series 66) and learn to build strong client relationships. You will train in a financial center and, after licensing, help deliver core banking and investment solutions with a client-centric approach.

You’ll progress through the Academy with mentorship and structured development, advancing to more senior advisory roles while supporting clients across a range of

Qualifications

• Aptitude for obtaining required industry licenses.
• Experience in cultivating client relationships and identifying needs.
• Demonstrates a results-driven mindset while prioritizing client interests.

Responsibilities

• Provide end-to-end comprehensive financial advice and client reviews with confidence.
• Collaborate with core banking and investment partners to meet client needs.
• Connect clients to Bank of America and Merrill solutions to cover financial needs.

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

Education

Bachelor's degree

Job description

Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin your licensing path (SIE, Series 7 and Series 66) and learn to build strong client relationships. You will train in a financial center and, after licensing, help deliver core banking and investment solutions with a client-centric approach.

You’ll progress through the Academy with mentorship and structured development, advancing to more senior advisory roles while supporting clients across a range of