Financial Solutions Advisor I: License & Growth

Bank of America; Spring Township (PA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

World-class training

Licensing support

Career progression

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to guide clients on banking and investment solutions. You will begin with licensing coursework (SIE, Series 7/66) and learn to acquire, grow, and manage client relationships, building a foundation for future advancement within Bank of America and Merrill.

As you progress, you will move toward delivering comprehensive advice, coordinating with banking partners, and helping clients meet financial goals.

Qualifications

• Must pursue or obtain required FINRA licenses (SIE, Series 7, Series 66).
• Proven ability to manage client relationships and develop advisory plans.

Responsibilities

• Build and grow a client base through advisory conversations.
• Deliver tailored financial solutions across banking and investment offerings.
• Maintain compliance with regulatory and licensing requirements.

Skills

Client Experience

Investment Management

Portfolio Management

Prospecting

Business Acumen

Oral Communications

Risk Management

Trading

Executive Presence

Education

High School Diploma

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to guide clients on banking and investment solutions. You will begin with licensing coursework (SIE, Series 7/66) and learn to acquire, grow, and manage client relationships, building a foundation for future advancement within Bank of America and Merrill.

As you progress, you will move toward delivering comprehensive advice, coordinating with banking partners, and helping clients meet financial goals.