Financial Solutions Advisor I — Licensing Track

Bank of America; Lithia (ND); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

In-office training and career growth

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with SIE, Series 7, and Series 66 licensing coursework, then progress to advising clients with comprehensive financial solutions. You will train in a financial center and work toward building a portfolio with guidance from Academy managers.

The role emphasizes in-office collaboration, regulatory compliance, and advancing through stages to become a seasoned financial advisor.

Qualifications

• Licenses: pursuing SIE, Series 7 and Series 66 as part of role requirements.
• Must demonstrate time management, discipline and ability to grow client relationships.
• Experience in cultivating client relationships and delivering solutions.

Responsibilities

• Help deliver Bank of America core banking and investment solutions to clients.
• Build and manage client relationships, assess needs, and recommend strategies.
• Collaborate with banking and investment partners to meet client financial goals.

Education

Bachelor's degree and/or financial services experience

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with SIE, Series 7, and Series 66 licensing coursework, then progress to advising clients with comprehensive financial solutions. You will train in a financial center and work toward building a portfolio with guidance from Academy managers.

The role emphasizes in-office collaboration, regulatory compliance, and advancing through stages to become a seasoned financial advisor.