Financial Solutions Advisor I — Licensing & Client Advisory

National Black MBA Association; Annapolis (MD); On-site; USD 39,000 - 47,000; Full time

Benefits offered by this job

World-class training and onboarding

Dedicated program managers

Structured study time for SIE/Series

Networking with clients and partners

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in Annapolis, MD. You will pursue securities licenses and learn to advise clients on banking and investment solutions while building strong relationships.

Initially, you’ll train in a structured program, then move toward a center-based role with growth opportunities as you gain experience and licenses. A rigorous, in-office culture supports professional development.

Qualifications

• Ability to obtain required industry licenses within program timelines.
• Self-discipline in time and capacity management.
• Experience in cultivating client relationships and identifying needs.

Responsibilities

• Build and manage client relationships and provide end-to-end financial guidance.
• Deliver client reviews and presentations with confidence and clarity.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Prospecting

Referral Management

Client Management

Customer and Client Focus

Executive Presence

Oral Communications

Risk Management

Education

Bachelor's degree or equivalent

Tools

SIE License

Series 7

Series 66

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I in Annapolis, MD. You will pursue securities licenses and learn to advise clients on banking and investment solutions while building strong relationships.

Initially, you’ll train in a structured program, then move toward a center-based role with growth opportunities as you gain experience and licenses. A rigorous, in-office culture supports professional development.