Financial Solutions Advisor I: Licensing & Career Growth

Bank of America; Colleyville (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America’s Financial Solutions Advisor track invites you to begin by pursuing Securities Industry licenses (SIE, Series 7, Series 66) and builds foundational advisor skills—acquiring and managing client relationships, and tailoring solutions for clients’ financial goals.

After licensing, you’ll work in a financial center delivering core banking and investment solutions, with ongoing development through The Academy and opportunities to advance to various roles within Bank of America and

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.

Skills

Client experience

Solutions advisory

Investment management

Pipeline management

Oral communications

Risk management

Executive presence

Client management

Prospecting

Business acumen

Trading

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America’s Financial Solutions Advisor track invites you to begin by pursuing Securities Industry licenses (SIE, Series 7, Series 66) and builds foundational advisor skills—acquiring and managing client relationships, and tailoring solutions for clients’ financial goals.

After licensing, you’ll work in a financial center delivering core banking and investment solutions, with ongoing development through The Academy and opportunities to advance to various roles within Bank of America and