Financial Solutions Advisor I: Licensing & Client Advisory

Bank of America; Columbia (SC); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Structured training program

Licensing exam support

Job summary

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) through focused training. After licensing, you’ll build client relationships, deliver banking and investment solutions, and grow within a supportive academy.

This in-office program blends learning with practical client care and ongoing development. Successful candidates progress to Financial Solutions Advisor Stage II, expanding client

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

• Acquire, build and manage client relationships to address complex financial needs.
• Deliver core banking and investment solutions with high-quality client care.
• Provide end-to-end comprehensive advice and client reviews to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to meet clients' needs.

Skills

Client relationships

Time management

Communication

Adaptability

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) through focused training. After licensing, you’ll build client relationships, deliver banking and investment solutions, and grow within a supportive academy.

This in-office program blends learning with practical client care and ongoing development. Successful candidates progress to Financial Solutions Advisor Stage II, expanding client