Financial Solutions Advisor I — Licensing & Growth Path

Bank of America; Baytown (TX); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Structured licensing program

Job summary

Bank of America is looking for a Financial Solutions Advisor Stage I to start by earning SIE, Series 7, and Series 66 licenses. You’ll learn to acquire, build, and manage client relationships, guiding solutions aligned with a client’s financial picture and goals.

Progression to Stage II unlocks broader roles within Bank of America and Merrill, supported by dedicated training through the Academy. In-office culture balances collaboration with role-based flexibility and development.

Qualifications

• Aptitude in obtaining required licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships and identifying needs.
• Strong communication and collaboration to build peer relationships.
• Ability to multitask in a fast-paced environment.
• Learns and adapts to new technology or applications.

Responsibilities

• Obtain required industry licenses (SIE, Series 7, Series 66) within specified timelines.
• Develop and manage client relationships to understand financial needs.
• Provide end-to-end investment and banking solutions in collaboration with partners.
• Grow and deepen client portfolios through proactive reviews.

Skills

Licensing readiness

Client relationships

Communication

Time management

Multi-tasking

Tech adaptability

Team collaboration

Education

High School Diploma

Bachelor's degree or 1 year experience

Job description

Bank of America is looking for a Financial Solutions Advisor Stage I to start by earning SIE, Series 7, and Series 66 licenses. You’ll learn to acquire, build, and manage client relationships, guiding solutions aligned with a client’s financial picture and goals.

Progression to Stage II unlocks broader roles within Bank of America and Merrill, supported by dedicated training through the Academy. In-office culture balances collaboration with role-based flexibility and development.