Financial Solutions Advisor I: Licensing & Client Growth

Bank of America; Michigan; On-site; USD 50,000 - 75,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin by obtaining the Securities Industry licenses (SIE, Series 7 and Series 66) through dedicated classes. You will learn to build and manage client relationships, consider a client’s financial picture, and guide them with advice and solutions to their goals, within an in‑office culture that supports collaboration.

After licensing, you’ll work at a financial center to deliver core banking and investment solutions, with progression

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 resu

Responsibilities

• Obtain and maintain required securities licenses (SIE, Series 7, Series 66) per program timeline.
• Deliver end‑to‑end client service, building relationships and providing financial guidance.
• Work in a financial center to deliver Bank of America's core banking, investment solutions and client care.
• Progress through stages from FSA I to FSA II with ongoing training and development.

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin by obtaining the Securities Industry licenses (SIE, Series 7 and Series 66) through dedicated classes. You will learn to build and manage client relationships, consider a client’s financial picture, and guide them with advice and solutions to their goals, within an in‑office culture that supports collaboration.

After licensing, you’ll work at a financial center to deliver core banking and investment solutions, with progression