Financial Solutions Advisor I — Licenses & Client Impact

Bank of America; Arizona; Hybrid; USD 48,000 - 75,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Consultative approach training

SIE/Series licenses

Networking opportunities

End-to-end client advice

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses and learning the foundations of client acquisition, relationship building, and financial guidance.

After licensing, you will work in a financial center delivering banking and investment solutions, growing a client base, and collaborating with partners to meet client goals; this role emphasizes ongoing development and progression to Stage II.

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.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses and learning the foundations of client acquisition, relationship building, and financial guidance.

After licensing, you will work in a financial center delivering banking and investment solutions, growing a client base, and collaborating with partners to meet client goals; this role emphasizes ongoing development and progression to Stage II.