Financial Solutions Advisor I: Licensing & Client Advisory

Bank of America; South Carolina; On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7, and Series 66 licenses. The role leads to advising clients with a holistic financial view and delivering tailored solutions within Bank of America’s core banking and investment framework.

Training and one-on-one coaching from Academy managers support your progression to Stage II and beyond, with a structured path through licensure milestones and development opportunities at a financial center.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and offering solutions.
• Proven ability to build peer relationships through effective communication.
• Shows a results-driven mindset while prioritizing client interests in a fast-paced environment.
• Ability to manage multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end-to-end advisory services and deliver client reviews/presentations with confidence.
• Assist in connecting clients with Bank of America and Merrill offerings to meet financial needs.
• Develop relationships with banking customers and higher-net-worth clients within a financial center.
• Engage in ongoing training to achieve licensing milestones (SIE, Series 7, Series 66).

Skills

Licensing aptitude

Self-discipline

Client relationship

Communication

Multi-tasking

Adaptability

Education

Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7, and Series 66 licenses. The role leads to advising clients with a holistic financial view and delivering tailored solutions within Bank of America’s core banking and investment framework.

Training and one-on-one coaching from Academy managers support your progression to Stage II and beyond, with a structured path through licensure milestones and development opportunities at a financial center.