Financial Solutions Advisor I - Licenses & Client Impact

Bank of America; Nashville (TN); Hybrid; USD 42,000 - 66,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing and build foundational advisor skills. You'll learn SIE, Series 7, and Series 66 paths, then support clients with core banking and investment solutions in a collaborative, in-office environment with flexible scheduling.

Training through the Academy will be provided to advance within the network. You will be trained to establish relationships, assess client needs, and present tailored financial

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience cultivating client relationships and identifying needs.
• Ability to collaborate and communicate with peers.

Responsibilities

• Acquire, build, and manage client relationships.
• Guide clients with advice and solutions for complex financial pictures.
• Collaborate with banking and investment partners to meet needs.
• Maintain regulatory compliance and licensing progress.

Skills

Licenses aptitude

Time management

Client relationships

Communication

Adaptability

Multitasking

Education

Bachelor’s degree preferred

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing and build foundational advisor skills. You'll learn SIE, Series 7, and Series 66 paths, then support clients with core banking and investment solutions in a collaborative, in-office environment with flexible scheduling.

Training through the Academy will be provided to advance within the network. You will be trained to establish relationships, assess client needs, and present tailored financial