Financial Solutions Advisor I — Licenses & Career Growth

ghr; Indian Harbour Beach (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is actively developing Financial Solutions Advisors Stage I who will pursue Securities Industry licenses (SIE, Series 7/66) and learn to acquire, build, and manage client relationships. The program emphasizes a consultative approach, applying solutions across banking and investment channels to meet client goals.

You will start in a financial center, grow a portfolio, and progress to Stage II with Academy support and structured coaching.

Qualifications

• Proven ability to develop client relationships and identify needs.
• Ability to deliver end-to-end financial guidance and solutions.
• Strong communication and collaboration with banking and investment partners.

Responsibilities

• Obtain required industry licenses (SIE, Series 7, 66) within specified timeframes.
• Build and manage client relationships and assess a client’s financial picture.
• Provide advice and solutions to help clients reach financial goals.
• Collaborate with core banking and investment partners to meet client needs.
• Deliver client reviews and presentations with confidence.

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

SIE (Securities Industry Essentials)

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Job description

Bank of America is actively developing Financial Solutions Advisors Stage I who will pursue Securities Industry licenses (SIE, Series 7/66) and learn to acquire, build, and manage client relationships. The program emphasizes a consultative approach, applying solutions across banking and investment channels to meet client goals.

You will start in a financial center, grow a portfolio, and progress to Stage II with Academy support and structured coaching.