Financial Solutions Advisor I — Licensing & Client Impact

Bank of America; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with securities licensing coursework (SIE, Series 7, Series 66). You'll build client relationships, understand complex financial pictures, and guide solutions through in-branch and phone-based interactions while maintaining compliant practices.

The role offers in-office attendance with location-based flexibility, with progression to Stage II and dedicated support from the Academy.

Qualifications

• Licensing requirements must be pursued to become a Financial Solutions Advisor.
• Ability to manage multiple client interactions and build relationships.
• Willingness to obtain SIE, Series 7, and Series 66 licenses within stated timelines.

Responsibilities

• Build client relationships and assess financial needs.
• Deliver investment solutions and advice to clients.
• Collaborate with banking partners to service clients across Bank of America and Merrill.
• Prepare for and obtain required securities licenses.

Skills

Licensing process

Client relationships

Sales

Time management

Communication

Spanish language

Education

High School Diploma / GED

Bachelor's degree (preferred)

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with securities licensing coursework (SIE, Series 7, Series 66). You'll build client relationships, understand complex financial pictures, and guide solutions through in-branch and phone-based interactions while maintaining compliant practices.

The role offers in-office attendance with location-based flexibility, with progression to Stage II and dedicated support from the Academy.