Financial Solutions Advisor I: Licensing & Client Growth

Bank of America; Raleigh (NC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Training program

Coaching

Licensing support

Job summary

Bank of America in Raleigh, NC seeks a Financial Solutions Advisor Stage I to begin with licensing coursework (SIE, Series 7, 66) and develop foundational advisory skills. You’ll learn to acquire, build, and manage client relationships while delivering core banking and investment solutions.

The role emphasizes a pathway from Stage I to Stage II with structured career development. Initial training focuses on licenses, client interaction, and a consultative approach to identify needs and provide

Qualifications

• Aptitude in obtaining required industry licenses.
• Strong time management and client relationship skills.
• Ability to communicate clearly and influence clients.
• Experience in banking or financial services is a plus.
• Willingness to complete SIE, Series 7 and 66 licenses.

Responsibilities

• Obtain securities licenses (SIE, Series 7, 66) through structured lessons.
• Build and manage client relationships and deliver tailored financial solutions.
• Provide end-to-end advisory services and client reviews.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client Relationship Management

Time Management

Communication

Sales Experience

Financial Advisory

Problem Solving

Adaptability

Education

High School Diploma

Bachelor’s Degree (desirable)

Job description

Bank of America in Raleigh, NC seeks a Financial Solutions Advisor Stage I to begin with licensing coursework (SIE, Series 7, 66) and develop foundational advisory skills. You’ll learn to acquire, build, and manage client relationships while delivering core banking and investment solutions.

The role emphasizes a pathway from Stage I to Stage II with structured career development. Initial training focuses on licenses, client interaction, and a consultative approach to identify needs and provide