Financial Solutions Advisor I: Licenses & Client Growth

Bank of America; Raleigh (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin the licensing journey for SIE, Series 7 and 66 while building foundational skills in client relationships and financial guidance.

The role places you in a financial center where you’ll learn to deliver core banking and investment solutions, expand your advisory capabilities, and progress to higher levels within Bank of America and Merrill as you master the required licenses.

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.

Responsibilities

• Build and maintain client relationships and understand client needs.
• Deliver end-to-end financial guidance and recommend tailored solutions.

Skills

Client Experience

Investment Management

Portfolio Management

Client Solutions Advisory

Referral Management

Client Management

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin the licensing journey for SIE, Series 7 and 66 while building foundational skills in client relationships and financial guidance.

The role places you in a financial center where you’ll learn to deliver core banking and investment solutions, expand your advisory capabilities, and progress to higher levels within Bank of America and Merrill as you master the required licenses.