Financial Solutions Advisor I: Licensing & Career Growth

Bank of America; Troy (MI); On-site; USD 45,000 - 75,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing in SIE, Series 7 and Series 66, and to develop core skills in client care and financial guidance. Training and progression toward higher advisory roles are provided within a culture emphasizing in‑office attendance and dedicated coaching.

You will start in a financial center, helping clients with banking and investment solutions while building lasting relationships and preparing for licensure milestones.

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/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
• Build relationships with banking customers and higher net worth clients, advancing toward Financial Solutions Advisor Stage II.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing in SIE, Series 7 and Series 66, and to develop core skills in client care and financial guidance. Training and progression toward higher advisory roles are provided within a culture emphasizing in‑office attendance and dedicated coaching.

You will start in a financial center, helping clients with banking and investment solutions while building lasting relationships and preparing for licensure milestones.