Financial Solutions Advisor I: Licensing & Growth

Bank of America; Richardson (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by pursuing Securities Industry licenses (SIE, Series 7 and Series 66) with dedicated lessons. You’ll learn client relations, advisory techniques, and collaborate with banking and investment partners to serve clients’ financial needs.

As you progress through the program, you may advance to Stage II and beyond, with the Academy supporting development and a path toward broader roles within Bank of America and Merrill.

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.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Spanish speaking

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

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by pursuing Securities Industry licenses (SIE, Series 7 and Series 66) with dedicated lessons. You’ll learn client relations, advisory techniques, and collaborate with banking and investment partners to serve clients’ financial needs.

As you progress through the program, you may advance to Stage II and beyond, with the Academy supporting development and a path toward broader roles within Bank of America and Merrill.