Financial Solutions Advisor I: Path to SIE/Series Licenses

Bank of America; Rosenberg (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, and Series 66) and to develop foundational advisory skills. You will learn to acquire, build, and manage client relationships and offer tailored financial solutions in a consultative, client-centric environment.

The role progresses through stages, with opportunities to advance to more complex advisory positions within Bank of America and Merrill, supported by academy

Qualifications

• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Obtain required industry licenses (SIE, Series 7, Series 66) within defined timelines.
• Build and manage client relationships and provide holistic financial guidance.
• Collaborate with banking and investment partners to meet client needs and offer solutions.
• Progress through the Financial Solutions Advisor stages as milestones are reached, with ongoing training.

Skills

Client relationships

Time management

Communication

Multi-tasking

Adaptability

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, and Series 66) and to develop foundational advisory skills. You will learn to acquire, build, and manage client relationships and offer tailored financial solutions in a consultative, client-centric environment.

The role progresses through stages, with opportunities to advance to more complex advisory positions within Bank of America and Merrill, supported by academy