Financial Solutions Advisor I: License Path & Client Growth

Bank of America; Franklin (TN); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills in a designated financial center.

Upon successful licensing, you progress to Stage II, growing relationships across a client portfolio. You will collaborate with core banking and investment partners to deliver holistic financial solutions and client care.

Qualifications

• Aptitude to obtain required industry licenses and pass SIE, Series 7 and 66.
• Must be self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships and recommending solutions.

Responsibilities

• Provide end‑to‑end client advisory and drive solutions for financial needs.
• Collaborate with banking and investment partners to meet client goals.
• Build and maintain relationships with a diverse client base, including high net‑worth clients.
• Develop and present client reviews and financial plans.

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

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 seeks a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills in a designated financial center.

Upon successful licensing, you progress to Stage II, growing relationships across a client portfolio. You will collaborate with core banking and investment partners to deliver holistic financial solutions and client care.