Financial Solutions Advisor I - Licenses & Client Impact

Bank of America; United States; On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America seeks an entry‑level Financial Solutions Advisor to start with essential securities licensing and build advisory skills. You will acquire SIE, Series 7 and Series 66 licenses and learn to identify client needs, provide tailored financial guidance, and manage relationships within a broad client base.

The role progresses from Stage I to II as you demonstrate success, with a path toward different positions within Bank of America and Merrill.

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

• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Grow and deepen relationships within a portfolio of clients as you progress through stages of development.

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Portfolio Management

Prospecting

Referral Management

Client Management

Customer and Client Focus

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Tools

FINRA/SIE training

Job description

Bank of America seeks an entry‑level Financial Solutions Advisor to start with essential securities licensing and build advisory skills. You will acquire SIE, Series 7 and Series 66 licenses and learn to identify client needs, provide tailored financial guidance, and manage relationships within a broad client base.

The role progresses from Stage I to II as you demonstrate success, with a path toward different positions within Bank of America and Merrill.