Financial Solutions Advisor I: Licensing & Growth

National Black MBA Association; Downey, Northern (CA, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

World-class training and on-boarding

One-on-one coaching

Structured study time for licenses

Career development and mentorship

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to deliver foundational client advisory services. You will support clients with banking and investment solutions while developing skills to manage complex financial scenarios.

The role progresses toward more advanced advisory responsibilities with structured training and mentorship from the Academy, emphasizing growth in a collaborative,

Qualifications

• Must be able to obtain required industry licenses.
• Experience in cultivating client relationships and recommending solutions.
• Strong communication and collaboration to build relationships and drive results.

Responsibilities

• Build end-to-end client relationships and provide advisory solutions.
• Pursue Securities Industry licenses (SIE, Series 7, Series 66) through structured study and testing.
• Collaborate with banking and investment partners to meet client financial needs.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Education

Bachelor’s degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to deliver foundational client advisory services. You will support clients with banking and investment solutions while developing skills to manage complex financial scenarios.

The role progresses toward more advanced advisory responsibilities with structured training and mentorship from the Academy, emphasizing growth in a collaborative,