Financial Solutions Advisor I: Licensing & Client Advisory

Bank of America; Katy (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America seeks an entry-level Financial Solutions Advisor Stage I to begin by obtaining essential securities licenses and to develop foundational client-relationship and advisory skills. You will learn to guide clients through financial solutions, building a robust understanding of their needs, with progression toward higher responsibility and more complex client portfolios.

During training, you will engage in structured study for SIE, Series 7 and Series 66, while joining a team that

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Strong communication and collaboration skills.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66) through structured study.
• Develop and manage client relationships, assess financial needs, and provide advice.
• Collaborate with banking and investment partners to meet clients' financial goals.
• Start in a financial center and progress through the advisor stages.

Skills

Relationship building

Time management

Communication

Multitasking

Adaptability

Sales mindset

Client focus

Education

High School Diploma / GED

Bachelor’s degree or equivalent experience

Job description

Bank of America seeks an entry-level Financial Solutions Advisor Stage I to begin by obtaining essential securities licenses and to develop foundational client-relationship and advisory skills. You will learn to guide clients through financial solutions, building a robust understanding of their needs, with progression toward higher responsibility and more complex client portfolios.

During training, you will engage in structured study for SIE, Series 7 and Series 66, while joining a team that