Financial Solutions Advisor I - Licenses & Client Growth

Bank of America; Lanett (AL); On-site; USD 42,000 - 68,000; Full time

Job summary

Bank of America seeks an entry-level Financial Solutions Advisor Stage I in the United States. You will begin by earning essential securities licenses (SIE, Series 7, Series 66) and develop foundational skills in client onboarding, needs assessment, and advisory guidance.

You’ll work in a financial center, building relationships with banking clients and partnering with investment teams to deliver comprehensive solutions.

Qualifications

• Aptitude in obtaining required industry licenses.
• 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 prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66) and support advisory activities.
• Build and manage client relationships and assess financial needs.
• Deliver compliant financial advice and solutions through Bank of America and Merrill.
• Collaborate with banking and investment partners to meet client needs.
• Progress through the Advisor stages with training and mentorship.

Skills

Licensing aptitude

Time management

Relationship building

Communication

Sales mindset

Adaptability

Technology literacy

CRM software

Education

Bachelor’s degree

FINRA SIE certification

Tools

CRM software

Job description

Bank of America seeks an entry-level Financial Solutions Advisor Stage I in the United States. You will begin by earning essential securities licenses (SIE, Series 7, Series 66) and develop foundational skills in client onboarding, needs assessment, and advisory guidance.

You’ll work in a financial center, building relationships with banking clients and partnering with investment teams to deliver comprehensive solutions.