Financial Solutions Advisor I — Licensing Path

Bank of America; Bestgate Terrace (MD); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

Benefits eligible

Licensing support

Career development

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in Maryland to begin licensing for SIE, Series 7 and Series 66 while learning to deliver financial solutions and client care. You will train in a financial center and progress along a structured career path.

The program emphasizes licensing milestones, in-office collaboration, and ongoing coaching to help you grow within Bank of America and Merrill.

Qualifications

• Obtain required securities licenses (SIE, Series 7, Series 66) within specified timelines.
• Demonstrate ability to build and manage client relationships and assess client needs.

Responsibilities

• Obtain required licenses within program timelines.
• Develop and maintain client relationships to provide financial solutions.
• Deliver end-to-end financial advice and advisory services.

Skills

SIE licensing

Series 7

Series 66

Client relationships

Time management

Communication

Education

Bachelor's degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I in Maryland to begin licensing for SIE, Series 7 and Series 66 while learning to deliver financial solutions and client care. You will train in a financial center and progress along a structured career path.

The program emphasizes licensing milestones, in-office collaboration, and ongoing coaching to help you grow within Bank of America and Merrill.