Financial Solutions Advisor I - Licensed, Training & Growth

Bank of America; Houston (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and learn to build and manage client relationships while guiding clients through their financial picture with advisory solutions.

After licensing milestones, you will work in a financial center to deliver core banking and investment solutions, with a clear path to Stage II and further opportunities within Bank of America and Merrill.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and identifying needs.
• Willingness to obtain securities licenses within stated timelines.

Skills

Licensing aptitude

Time management

Client relationships

Communication

Results-driven

Multitasking

Technology adaptability

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and learn to build and manage client relationships while guiding clients through their financial picture with advisory solutions.

After licensing milestones, you will work in a financial center to deliver core banking and investment solutions, with a clear path to Stage II and further opportunities within Bank of America and Merrill.