Financial Solutions Advisor I — Licensing & Client Advisory

National Black MBA Association; Orlando (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to train for Securities Industry licenses (SIE, Series 7, 66) and develop core advisory skills. You'll start in a financial center, build relationships, and progress through stages toward broader client solutions with guidance from the Academy.

You will gain hands-on experience in delivering banking and investment solutions while serving a diverse client base, with a path to advance across Merrill and Bank of America networks.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline 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.

Skills

Client Experience

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Education

Bachelor’s degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to train for Securities Industry licenses (SIE, Series 7, 66) and develop core advisory skills. You'll start in a financial center, build relationships, and progress through stages toward broader client solutions with guidance from the Academy.

You will gain hands-on experience in delivering banking and investment solutions while serving a diverse client base, with a path to advance across Merrill and Bank of America networks.