Financial Solutions Advisor I: Licensing Path & Impact

Bank of America; Atlanta (GA); On-site; USD 42,000 - 68,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I. You will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time, then apply skills to build and manage client relationships in a financial center.

As you demonstrate success, you may progress to Financial Solutions Advisor Stage II, expanding your advisory scope and access to Bank of America and Merrill investment solutions, with Academy support and training

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and identifying needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Willingness to build peer relationships through collaboration.
• Ability to learn new technologies and applications.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66).
• Develop foundational advisor skills and client relationships.
• Deliver banking and investment solutions to clients.
• Progress through stages with Academy support.
• Collaborate with banking and investment partners.

Skills

Licensing aptitude

Time and capacity discipline

Client relationship cultivation

Effective communication & collab

Results-driven mindset

Multitasking ability

Adaptability to tech/tools

Education

Bachelor’s degree (SIE preferred)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I. You will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time, then apply skills to build and manage client relationships in a financial center.

As you demonstrate success, you may progress to Financial Solutions Advisor Stage II, expanding your advisory scope and access to Bank of America and Merrill investment solutions, with Academy support and training