Financial Solutions Advisor I - Licensed Client Advising

Bank of America; Norcross (MN); On-site; USD 45,000 - 75,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I who will begin by obtaining Securities Industry licenses, including SIE, Series 7 and Series 66, while learning to acquire, build and manage client relationships to guide clients with advice and solutions.

The role starts in a financial center, with a structured path to Stage II as you deepen relationships and expand your portfolio, supported by the Academy’s training, tools, and resources for career growth.

Qualifications

• Aptitude for obtaining required industry licenses.
• Ability to manage time and capacity effectively.
• Experience building client relationships and identifying needs.
• Strong peer relationships and collaborative communication.
• Results-driven mindset prioritizing clients in a fast-paced environment.
• Ability to multitask across activities.
• Adapts to new technology or applications.

Responsibilities

• Build and manage client relationships, assess needs, and provide financial solutions.
• Provide end-to-end advice and client reviews with a consultative approach.
• Collaborate with banking and investment partners to meet clients' financial needs.
• Develop product knowledge through training and licensing milestones.
• Progress to higher roles after licensing milestones.

Skills

licenses & licensing

time management

client relationship

peer collaboration

results driven

multitask

tech adaptability

Education

Bachelor's degree

FINRA SIE certification

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I who will begin by obtaining Securities Industry licenses, including SIE, Series 7 and Series 66, while learning to acquire, build and manage client relationships to guide clients with advice and solutions.

The role starts in a financial center, with a structured path to Stage II as you deepen relationships and expand your portfolio, supported by the Academy’s training, tools, and resources for career growth.