Financial Solutions Advisor I: Launch Your Licensing Path

NBMBAA; Clearwater (FL); On-site; USD 52,000 - 62,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to learn licensing requirements and deliver client-centered financial guidance. You will build relationships, acquire licenses, and work with experts to provide comprehensive solutions.

As you progress to Stage II, you’ll deepen client relationships, expand your advisory skills, and explore career growth within Bank of America and Merrill.

Qualifications

• Licensing and regulatory requirements apply; SIE, Series 7 and Series 66 exams are part of the program.
• Strong time management and prioritization skills.
• Experience in cultivating client relationships and needs-based recommendations.
• Proven ability to collaborate with peers and drive results in a fast-paced environment.

Responsibilities

• Support clients with end-to-end financial guidance and solutions.
• Build relationships and deliver tailored financial advice through multiple channels.
• Collaborate with banking and investment partners to meet client needs.
• Demonstrate a client-centric, compliant approach to grow a portfolio.

Skills

Client Experience

Client Solutions Advisory

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 / GED / Secondary School or equivalent

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to learn licensing requirements and deliver client-centered financial guidance. You will build relationships, acquire licenses, and work with experts to provide comprehensive solutions.

As you progress to Stage II, you’ll deepen client relationships, expand your advisory skills, and explore career growth within Bank of America and Merrill.