Financial Solutions Advisor I - Licenses & Career Growth

Bank of America

Chandler (AZ)

On-site

USD 50,000 - 65,000

Full time

14 days+

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry Essentials, Series 7 and Series 66 exams. You will learn to build and manage client relationships, deliver tailored advice, and work with partners to meet client financial needs.

Training and progression opportunities are provided within a structured Academy. The role starts in a financial centre, with in‑person attendance as part of an in‑office culture and a clear path to more advanced advisor

Qualifications

Aptitude in obtaining required industry licences.
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.
Demonstrates a results‑driven mindset while prioritising client’s interest in a complex, fast‑paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.

Responsibilities

Develop and manage client relationships, identifying needs and recommending solutions.
Deliver end‑to‑end client service, including reviews and presentations.
Collaborate with banking and investment partners to meet client financial needs.
Build and expand a portfolio through proactive outreach and referrals.