Financial Solutions Advisor I: Licenses, Training & Growth

Bank of America; Houston (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with SIE, Series 7 and Series 66 licensing and build foundational advisory skills. You will learn to acquire, build, and manage client relationships while delivering solutions aligned with financial goals.

Starting in a financial center, you will interact with banking customers and small business clients, progressing through stages to advance in Merrill and BAC roles.

Qualifications

• Aptitude for obtaining required industry licenses.
• Self-discipline in time and capacity management.
• Experience cultivating client relationships and identifying needs.

Responsibilities

• Provide end-to-end financial guidance to clients in a busy center.
• Deliver client reviews and presentations with confidence.
• Collaborate with banking and investment partners to meet client needs.

Skills

Licensing aptitude

Self-discipline

Client relationships

Communication

Multi-tasking

Technology adaptation

Education

Bachelor’s degree in finance or related field

Tools

CRM systems

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with SIE, Series 7 and Series 66 licensing and build foundational advisory skills. You will learn to acquire, build, and manage client relationships while delivering solutions aligned with financial goals.

Starting in a financial center, you will interact with banking customers and small business clients, progressing through stages to advance in Merrill and BAC roles.