Financial Solutions Advisor I — Licensing & Client Growth

Bank of America; Cary (NC); On-site; USD 52,000 - 70,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I. The role focuses on obtaining SIE, Series 7, and Series 66 licenses, then delivering comprehensive financial guidance to clients.

You’ll start in a financial center, interacting with banking customers and high-net-worth clients, and progress along a defined development path within Bank of America and Merrill. You will train through the Academy, build strong client relationships, and collaborate across banking and investment

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined 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.

Responsibilities

• Obtain and maintain required securities licenses (SIE, Series 7, Series 66) within specified timelines.
• Provide end-to-end financial guidance and advisory services to clients.
• Build and manage relationships with banking customers and high-net-worth clients.
• Collaborate with banking and Merrill investment partners to meet client needs.
• Help clients achieve financial goals through a consultative approach and ongoing reviews.

Skills

Licensing aptitude

Time management

Client relationships

Peer collaboration

Results-driven

Multitasking

Tech adaptability

Education

Bachelor’s degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I. The role focuses on obtaining SIE, Series 7, and Series 66 licenses, then delivering comprehensive financial guidance to clients.

You’ll start in a financial center, interacting with banking customers and high-net-worth clients, and progress along a defined development path within Bank of America and Merrill. You will train through the Academy, build strong client relationships, and collaborate across banking and investment