Financial Solutions Advisor I: SIE & Series License Path

National Black MBA Association; Norridge (IL); On-site; USD 82,656,000 - 96,432,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Structured license study time

Client network opportunities

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing coursework (SIE, Series 7/66) and learn how to acquire, build, and manage client relationships while offering investment and banking solutions.

Role includes progression to Stage II with broader responsibilities and a structured academy program to support growth, training, and development in a collaborative environment within an in-office culture.

Qualifications

• Aptitude for obtaining required licenses.
• Ability to manage time and capacity effectively.
• Experience cultivating client relationships and identifying needs.

Responsibilities

• Obtain required licenses (SIE, Series 7/66) within required timeframes.
• Build and manage client relationships and provide thoughtful financial guidance.
• Deliver end-to-end advisory support and present solutions to clients across banking and investment needs.
• Collaborate with banking and investment partners to meet client goals.

Skills

Licensing aptitude

Client relationship building

Time management

Communication

Technology adaptability

Sales experience

Networking

Financial knowledge

Education

High School Diploma or GED

Bachelor’s degree (preferred)

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing coursework (SIE, Series 7/66) and learn how to acquire, build, and manage client relationships while offering investment and banking solutions.

Role includes progression to Stage II with broader responsibilities and a structured academy program to support growth, training, and development in a collaborative environment within an in-office culture.