Financial Solutions Advisor I: Licensing & Client Growth

Bank of America; Ann Arbor (MI); On-site; USD 50,000 - 65,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with licensing in securities and to develop foundational advisor skills. You will learn to acquire, build, and manage client relationships while guiding financial solutions in an in-office setting.

Upon licensure, you progress toward more advanced advisory responsibilities, with ongoing training and collaboration across banking and Merrill partners to serve a diverse client base.

Qualifications

• Licenses required: SIE, Series 7, and Series 66 training and exams.
• Experience in cultivating client relationships and needs assessment.
• Ability to operate in a fast-paced, client-focused environment.
• Strong communication and collaboration with banking and investment partners.
• Self-discipline in time management and task prioritization.

Responsibilities

• Provide end-to-end financial advice and client reviews.
• Identify client needs and propose suitable solutions.
• Collaborate with banking and investment partners to meet client needs.
• Build and grow a client portfolio within a financial center.

Skills

Client relations

Time management

Communication

Sales mindset

Adaptability

Financial acumen

Networking

Consultative approach

Presentation skills

Relationship building

Education

Bachelor’s degree (preferred)

High School diploma or GED

Tools

FINRA licenses training

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with licensing in securities and to develop foundational advisor skills. You will learn to acquire, build, and manage client relationships while guiding financial solutions in an in-office setting.

Upon licensure, you progress toward more advanced advisory responsibilities, with ongoing training and collaboration across banking and Merrill partners to serve a diverse client base.