Financial Solutions Advisor I — Licensing & Client Growth

Bank of America; Gambrills (MD); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Maryland is seeking a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7, and Series 66 licenses. You will learn foundational advisor skills, build client relationships, and deliver advice to help clients reach their financial goals.

You will start in a financial center, progress to Stage II, and have opportunities to advance within Bank of America and Merrill. The role requires in-office attendance with some flexibility and a strong commitment to serving

Qualifications

• Aptitude for obtaining required industry licenses.
• Strong client relationship development experience.
• Proven time-management in a fast-paced environment.
• Willingness to learn and obtain SIE/Series licenses.

Responsibilities

• Develop client relationships and assess financial needs.
• Provide advisory services and recommend solutions.
• Collaborate with banking and investment partners.
• Complete licensing and training milestones.

Skills

SIE license

Client relationships

Time management

Communication

Multi-tasking

Adaptability

Sales mindset

Financial services knowledge

Tech proficiency

Licensing aptitude

Education

Bachelor's degree

Job description

Bank of America in Maryland is seeking a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7, and Series 66 licenses. You will learn foundational advisor skills, build client relationships, and deliver advice to help clients reach their financial goals.

You will start in a financial center, progress to Stage II, and have opportunities to advance within Bank of America and Merrill. The role requires in-office attendance with some flexibility and a strong commitment to serving