Financial Solutions Advisor I - Licensing & Client Impact

Bank of America; United States; On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

World-class training

Licensing support (SIE, Series 7/66)

Networking opportunities with clients

Structured career progression through:

Bank of America Academy

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to start with licensing coursework for SIE, Series 7 and Series 66, building foundational advisory skills and learning to manage client relationships and complex financial needs.

Upon licensure, you will work in a financial center delivering core banking and investment solutions, with a clear path to Stage II and other roles; the Academy provides structured training, tools, and ongoing support.

Qualifications

• Ability to obtain required industry licenses (SIE, Series 7/66).
• Demonstrates time management and capacity control in a fast-paced environment.
• Experience cultivating client relationships and identifying needs.
• Strong communication and collaboration across teams.
• Proven ability to manage multiple tasks simultaneously.

Responsibilities

• Begin with licensing coursework and exams to enable advisory work.
• Assist clients with banking and investment solutions under supervision.
• Build and manage client relationships as you progress.
• Participate in ongoing training through the Academy and center programs.

Skills

Licensing aptitude

Time management

Client relationship building

Communication

Multitasking

Adaptability to technology

Education

Bachelor’s degree or higher

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to start with licensing coursework for SIE, Series 7 and Series 66, building foundational advisory skills and learning to manage client relationships and complex financial needs.

Upon licensure, you will work in a financial center delivering core banking and investment solutions, with a clear path to Stage II and other roles; the Academy provides structured training, tools, and ongoing support.