Financial Solutions Advisor I – Licensing & Growth

Bank of America; Milwaukee (WI); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7 and Series 66). You will learn foundations of advising, from acquiring clients to handling complex financial pictures and providing solutions that improve their financial lives.

After licensure, you’ll work in a financial center delivering core banking and investment solutions, with opportunities to advance to Stage II and beyond within Merrill.

Qualifications

• Aptitude to obtain required securities licenses (SIE, Series 7/66) within timelines.
• Proven ability to cultivate client relationships and assess needs.
• Strong time management and ability to multitask in a fast-paced environment.
• Effective communication and collaboration with peers.

Responsibilities

• Obtain required securities licenses (SIE, Series 7/66) as part of onboarding.
• Build and manage client relationships with a consultative approach.
• Deliver comprehensive financial advice and solutions to clients.
• Collaborate with banking and investment partners to meet client needs.
• Maintain SAFE Act registration requirements and related compliance.

Skills

Client relationships

Time management

Communication

Sales mindset

Licensing readiness

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7 and Series 66). You will learn foundations of advising, from acquiring clients to handling complex financial pictures and providing solutions that improve their financial lives.

After licensure, you’ll work in a financial center delivering core banking and investment solutions, with opportunities to advance to Stage II and beyond within Merrill.