Financial Solutions Advisor I: Licenses & Growth Path

NBMBAA; United States; On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin your Securities Industry journey with dedicated SIE, Series 7 and Series 66 exam prep. You’ll learn foundational advisory skills, from client relationships to guiding decisions that fit a client’s financial picture.

As you progress to a licensed Stage II, you’ll expand relationships within a portfolio, while Bank of America and Merrill provide ongoing development through the Academy, tools and programs.

Qualifications

• Aptitude for obtaining required industry licenses is expected.
• Self-discipline in managing time and capacity is required.
• Experience in cultivating client relationships and identifying needs.
• Ability to communicate effectively and collaborate with peers.
• Results-driven mindset with focus on client interests.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin your Securities Industry journey with dedicated SIE, Series 7 and Series 66 exam prep. You’ll learn foundational advisory skills, from client relationships to guiding decisions that fit a client’s financial picture.

As you progress to a licensed Stage II, you’ll expand relationships within a portfolio, while Bank of America and Merrill provide ongoing development through the Academy, tools and programs.