Financial Solutions Advisor I Licensing and Client Growth

Bank of America; Manor (TX); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to guide clients through core banking and investment solutions. You’ll pursue required securities licenses and learn to assess clients’ financial needs, delivering personalized advice and solutions within an in-office culture that supports collaboration and growth.

Training and advancement opportunities are provided. As you progress to Stage II, you’ll deepen relationships within a client portfolio and expand your advisory

Qualifications

• Aptitude for obtaining required industry licenses.
• Ability to manage time and capacity.
• Experience cultivating client relationships.
• Strong communication and collaboration.
• Results-driven in a fast-paced environment.
• Learns and adapts to new technology or applications.
• Spanish speaking preferred.

Responsibilities

• Build and manage client relationships and identify client needs.
• Provide end-to-end financial guidance and solutions.
• Support license progression (SIE/Series) and ongoing education.
• Collaborate with banking and investment partners to serve client needs.
• Maintain compliance and follow regulatory requirements.

Skills

Client relationships

Time management

Communication

Multi-tasking

Adaptability

Sales mindset

Financial services interest

Education

High School Diploma

Bachelor’s degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to guide clients through core banking and investment solutions. You’ll pursue required securities licenses and learn to assess clients’ financial needs, delivering personalized advice and solutions within an in-office culture that supports collaboration and growth.

Training and advancement opportunities are provided. As you progress to Stage II, you’ll deepen relationships within a client portfolio and expand your advisory