Financial Solutions Advisor I: Path to Client Impact

Bank of America; Danville (VA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

World-class training

Career development

Job summary

Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin licensing and client-facing training. You will learn to advise on banking and investment solutions, build relationships, and progress toward Stage II while gaining exposure to a broad client base.

The role includes structured training, licensing milestones (SIE, Series exams), and a path to growth within Bank of America and Merrill. Join an in-office culture with flexible responsibilities based on role.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE) and/or a Bachelor’s degree.
• Sales experience in financial services is a plus.
• Ability to obtain required industry licenses and manage multiple tasks.

Responsibilities

• Build client relationships and deliver end-to-end financial guidance.
• Acquire, grow, and manage a client portfolio with banking and investment solutions.
• Coordinate with banking and advisory partners to meet client needs.

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

Bachelor's degree or FINRA SIE

Minimum high school diploma or GED

Job description

Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin licensing and client-facing training. You will learn to advise on banking and investment solutions, build relationships, and progress toward Stage II while gaining exposure to a broad client base.

The role includes structured training, licensing milestones (SIE, Series exams), and a path to growth within Bank of America and Merrill. Join an in-office culture with flexible responsibilities based on role.