Financial Solutions Advisor I: Launch Your Securities Licensing

Bank of America; Town of Springdale (WI); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Training & coaching

Licensing prep (SIE/Series 7/66)

Networking opportunities

Client advisory practice

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I. The role begins with obtaining Securities Industry licenses, including SIE, Series 7 and Series 66, and builds foundational skills in acquiring, building and managing client relationships to guide them through financial decisions.

You will work in a financial center delivering core banking and investment solutions, with a structured academy, coaching, and clear milestones.

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.

Skills

Time management

Client relationships

Communication

Collaboration

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I. The role begins with obtaining Securities Industry licenses, including SIE, Series 7 and Series 66, and builds foundational skills in acquiring, building and managing client relationships to guide them through financial decisions.

You will work in a financial center delivering core banking and investment solutions, with a structured academy, coaching, and clear milestones.