Financial Solutions Advisor I – Licensing Path

Bank of America; Edison (NJ); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry training

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining required securities licenses, including SIE, Series 7, and Series 66, and progress through client advisory responsibilities. You will build relationships, assess client needs, and coordinate with banking and Merrill partners to deliver broad financial solutions.

This in-office role offers training, coaching, and a clear development path through Stage I to Stage II, with flexible responsibilities according to

Qualifications

• Must be able to obtain required industry licenses (SIE, Series 7, Series 66).
• Strong time management and ability to handle multiple tasks in a fast-paced environment.
• Experience in cultivating client relationships and identifying client needs.

Responsibilities

• Provide end-to-end client advisory and guidance to meet financial goals.
• Collaborate with banking and investment partners to deliver comprehensive solutions.

Skills

Licensing & Licenses

Client relationship

Communication

Sales mindset

Time management

Adaptability

Problem solving

Risk awareness

Executive presence

Portfolio management

Prospecting

Referral management

Investment knowledge

Education

FINRA SIE (Securities Industry Essentials)

Bachelor’s degree or 1 year financial services/sales

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining required securities licenses, including SIE, Series 7, and Series 66, and progress through client advisory responsibilities. You will build relationships, assess client needs, and coordinate with banking and Merrill partners to deliver broad financial solutions.

This in-office role offers training, coaching, and a clear development path through Stage I to Stage II, with flexible responsibilities according to