Financial Solutions Advisor I Licensing & Client Advisory

Bank of America; Concord (NH); On-site; USD 45,000 - 70,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning required securities licenses (SIE, Series 7, Series 66) and then develop skills in client relationship management, advisory conversations, and financial solutions for clients. The role progresses toward Stage II with further opportunities across Bank of America and Merrill.

You will start in a financial center, building relationships with banking customers and small businesses, while learning to deliver

Qualifications

• Aptitude for obtaining required industry licenses.
• Must be self-disciplined in time management and capacity.
• Experience cultivating client relationships.
• Strong communication and collaboration skills.
• Ability to manage multiple tasks in a fast-paced environment.
• Willingness to adapt to new technology and applications.
• Bachelor’s degree or 1 year financial services experience.
• SIE license within 30 days; Series 7 & Series 66 within 120 days.

Responsibilities

• Build and grow client relationships at a financial center.
• Provide end-to-end financial advice and solutions to clients.
• Collaborate with core banking and investment partners.
• Support clients to meet financial goals and life priorities.

Skills

Client experience

Active listening

Attention to detail

Written communications

Time management

Relationship building

Education

Bachelor’s degree

High School Diploma

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning required securities licenses (SIE, Series 7, Series 66) and then develop skills in client relationship management, advisory conversations, and financial solutions for clients. The role progresses toward Stage II with further opportunities across Bank of America and Merrill.

You will start in a financial center, building relationships with banking customers and small businesses, while learning to deliver