Financial Solutions Advisor I - Licensing Path to Advisory

National Black MBA Association; Belton, Northern (MO, KY); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 exams and to learn the foundations of building client relationships with tailored financial solutions. Upon licensing, you will operate in a financial center delivering core banking and investment guidance.

As you progress to Stage II, you’ll deepen relationships within a growing portfolio and explore opportunities across Merrill.

Qualifications

• Aptitude to obtain required industry licenses.
• Strong time management and self discipline.
• Experience in cultivating client relationships and needs discovery.
• Proven ability to build peer relationships through communication.
• Results-driven mindset with client-focused priorities.
• Ability to multitask in a fast-paced environment.
• Willingness to learn new technology and applications.

Responsibilities

• Build a successful career through world-class training and onboarding.
• Receive coaching from Academy managers invested in your success.
• Grow business knowledge using a defined consultative approach with clients.
• Earn SIE, Series 7 and Series 66 licenses within stated timelines.
• Develop a network by engaging banking customers and high-net-worth clients.
• Provide end-to-end advice and present reviews to help clients achieve goals.
• Collaborate with core banking and investment partners to meet client needs.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

Bachelor’s degree

FINRA SIE

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 exams and to learn the foundations of building client relationships with tailored financial solutions. Upon licensing, you will operate in a financial center delivering core banking and investment guidance.

As you progress to Stage II, you’ll deepen relationships within a growing portfolio and explore opportunities across Merrill.