Financial Solutions Advisor I - Licensing & Client Growth

Bank of America; Bloomfield Hills (MI); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with obtaining required securities licenses and to build and manage client relationships while guiding clients through their financial journeys. You will work within a banking center and develop expertise across banking and investment solutions.

The role offers structured training via the Academy, exposure to interdepartmental partners, and opportunities to progress to more senior roles as you complete licenses and

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and recommending solutions.
• Results-driven mindset with focus on client interests.

Responsibilities

• Build relationships with banking customers and high-net-worth clients.
• Provide end-to-end financial guidance and comprehensive advice.
• Collaborate with banking and investment partners to meet client needs.
• Prepare clients for SIE/Series licensing exams and ongoing regulatory requirements.

Skills

Licenses

Client relationships

Time management

Communication

Sales aptitude

Education

FINRA SIE

Bachelor’s degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with obtaining required securities licenses and to build and manage client relationships while guiding clients through their financial journeys. You will work within a banking center and develop expertise across banking and investment solutions.

The role offers structured training via the Academy, exposure to interdepartmental partners, and opportunities to progress to more senior roles as you complete licenses and