Financial Solutions Advisor I — Licensing & Client Advisory

Bank of America; Norcross (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin licensure in Securities Industry Essentials (SIE) and progress toward Series 7/66. You will learn to build and manage client relationships and provide financial advice, while collaborating with banking and investment partners to serve client needs.

You will train in a financial center, develop core advisory skills, and advance toward higher levels within Bank of America and Merrill as milestones are reached.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in time management and capacity.
• Experience cultivating client relationships and recommending solutions.
• Strong communication and collaboration with peers.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, 66) within stated timelines.
• Build and manage client relationships and provide financial guidance.
• Collaborate with banking and investment partners to meet client needs.

Skills

Licensing aptitude

Time management

Client relationships

Communication

Multitasking

Tech adaptability

Education

FINRA SIE

Bachelor's degree

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin licensure in Securities Industry Essentials (SIE) and progress toward Series 7/66. You will learn to build and manage client relationships and provide financial advice, while collaborating with banking and investment partners to serve client needs.

You will train in a financial center, develop core advisory skills, and advance toward higher levels within Bank of America and Merrill as milestones are reached.