Financial Solutions Advisor I: Licensing & Client Growth

Bank of America; Wake Forest (NC); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America seeks an entry-level Financial Solutions Advisor Stage I to begin your career by earning securities licenses (SIE, Series 7, Series 66) and delivering client‑centered financial guidance. You will start in a financial center, building relationships while learning core banking and investment solutions.

Upon licensure, you’ll progress toward Stage II, expanding advisory skills and client portfolios with the support of dedicated Academy programs and a path to Merrill involvement.

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

• Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Job description

Bank of America seeks an entry-level Financial Solutions Advisor Stage I to begin your career by earning securities licenses (SIE, Series 7, Series 66) and delivering client‑centered financial guidance. You will start in a financial center, building relationships while learning core banking and investment solutions.

Upon licensure, you’ll progress toward Stage II, expanding advisory skills and client portfolios with the support of dedicated Academy programs and a path to Merrill involvement.