Financial Solutions Advisor I - Licensing & Client Impact

Bank of America; Fuquay-Varina (NC); On-site; USD 52,000 - 86,000; Full time

Job summary

Bank of America is seeking candidates for a Financial Solutions Advisor Stage I to begin by earning essential industry licenses and building foundational advisory skills within our in-office banking environment.

You will learn to acquire, build, and manage client relationships, guiding clients through a complex financial picture with reliable solutions and personalized service. This role leads toward advancement within Bank of America and Merrill as you progress through the Academy.

Qualifications

• Must be capable of obtaining required industry licenses (SIE, Series 7, Series 66).
• Proven ability to cultivate client relationships and identify needs.
• Strong communication and collaboration to build peer relationships.

Responsibilities

• Provide end-to-end comprehensive advice and client reviews.
• Collaborate with banking and investment partners to meet client needs.
• Develop and deliver solutions to help clients reach financial goals.

Skills

Client Experience

Investment Management

Portfolio Management

Prospecting

Risk Management

Oral Communications

Executive Presence

Business Acumen

Trading

Client Solutions Advisory

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking candidates for a Financial Solutions Advisor Stage I to begin by earning essential industry licenses and building foundational advisory skills within our in-office banking environment.

You will learn to acquire, build, and manage client relationships, guiding clients through a complex financial picture with reliable solutions and personalized service. This role leads toward advancement within Bank of America and Merrill as you progress through the Academy.