Financial Solutions Advisor I — Licensing & Client Impact

Bank of America; College Park (MD); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America in College Park, MD, seeks a Financial Solutions Advisor Stage I to begin licensing and client relationship responsibilities. You will learn to advise clients on banking and investment solutions while building foundational skills and progressing through development programs.

The role emphasizes in-office attendance with role-specific flexibility, training, and mentorship through the Academy as you advance toward more senior advisory positions.

Qualifications

• Must be able to obtain required industry licenses (SIE, Series 7, Series 66).
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships and identifying solutions.
• Strong communication and collaboration to build peer relationships.
• Ability to handle multiple tasks in a fast-paced environment.
• Willingness to learn new technology or applications.

Responsibilities

• Obtain required securities licenses within program timelines.
• Build and manage a portfolio of client relationships and provide advisory guidance.
• Collaborate with banking and investment partners to meet client needs.
• Deliver end-to-end financial solutions and conduct client reviews.
• Progress through structured development paths from FSA I to FSA II.

Skills

Client relationships

Time management

Communication

Multi-tasking

Adaptability

Self-discipline

Learn new technology

Education

Bachelor's degree

FINRA SIE (preferred)

Job description

Bank of America in College Park, MD, seeks a Financial Solutions Advisor Stage I to begin licensing and client relationship responsibilities. You will learn to advise clients on banking and investment solutions while building foundational skills and progressing through development programs.

The role emphasizes in-office attendance with role-specific flexibility, training, and mentorship through the Academy as you advance toward more senior advisory positions.