Financial Solutions Advisor I — Licensing & Growth Path

Bank of America; Tucson (AZ); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing and learn foundational advisor skills, including client relationship management and guidance on financial solutions.

You'll train through the Academy, progress to Stage II, and have opportunities to advance within Bank of America and Merrill. The role emphasizes relationship-building with a diverse client base and ongoing professional development.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and identifying needs.
• Strong collaboration and peer relationships.
• Results-driven mindset in a fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Willingness to learn new technology or applications.

Responsibilities

• Obtain and complete licensing through the Academy program (SIE, Series 7, 66).
• Acquire, build, and manage client relationships with a consultative approach.
• Provide end-to-end financial guidance and client reviews with clear recommendations.
• Collaborate with core banking and investment partners to meet client needs.
• Grow and deepen relationships within an assigned client portfolio.

Skills

SIE licensing

Series 7

Series 66

Client relationships

Sales orientation

Education

High School Diploma

Bachelor’s degree (preferred)

Tools

FINRA prep tools

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing and learn foundational advisor skills, including client relationship management and guidance on financial solutions.

You'll train through the Academy, progress to Stage II, and have opportunities to advance within Bank of America and Merrill. The role emphasizes relationship-building with a diverse client base and ongoing professional development.