Financial Solutions Advisor I: Licensing & Growth

Bank of America; Greenville (NC); On-site; USD 52,000 - 82,000; Full time

Job summary

Bank of America in Greenville, NC seeks a Financial Solutions Advisor Stage I to begin with securities licensing, build client relationships, and provide holistic financial guidance within an in-office culture. You’ll progress through staged development and Academy support, advancing toward broader advisory roles as licenses are earned.

You’ll work with banking and Merrill partners to meet client needs, while mastering SIE, Series 7 and 66 exams and growing a client portfolio.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

Responsibilities

• Build trust with clients by delivering tailored financial guidance.
• Obtain SIE, Series 7 and Series 66 licenses within required timelines.
• Collaborate with banking and investment teams to meet client financial needs.
• Support in-office collaboration and ongoing professional development.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

Bachelor’s degree

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Greenville, NC seeks a Financial Solutions Advisor Stage I to begin with securities licensing, build client relationships, and provide holistic financial guidance within an in-office culture. You’ll progress through staged development and Academy support, advancing toward broader advisory roles as licenses are earned.

You’ll work with banking and Merrill partners to meet client needs, while mastering SIE, Series 7 and 66 exams and growing a client portfolio.