Financial Solutions Advisor I — Licensing & Client Impact

Bank of America; Spring Township (PA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Licensing exam support

Network-building opportunities

Career progression

Job summary

Bank of America in the United States is recruiting for a Financial Solutions Advisor Stage I. The role starts with obtaining securities licenses (SIE, Series 7, Series 66) and then moves into building and managing client relationships while delivering core banking and investment solutions.

You will begin in a financial center, advance through staged roles, and benefit from Academy-led training, coaching, and a path to Merrill and beyond.

Qualifications

• Requires obtaining industry licenses (SIE, Series 7, Series 66) within set timelines.
• Strong time management and multi-tasking abilities.
• Ability to build client relationships and assess client needs.

Responsibilities

• Provide end-to-end financial guidance and advisory support.
• Deliver client reviews and presentations, proposing financial strategies.
• Collaborate with banking and investment partners to meet client needs.

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is recruiting for a Financial Solutions Advisor Stage I. The role starts with obtaining securities licenses (SIE, Series 7, Series 66) and then moves into building and managing client relationships while delivering core banking and investment solutions.

You will begin in a financial center, advance through staged roles, and benefit from Academy-led training, coaching, and a path to Merrill and beyond.