Financial Solutions Advisor I: SIE & Series Licenses

Bank of America; Rosenberg (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

World-class training

On-boarding programs

One-on-one coaching

License exam prep (SIE, Series 7, 66)

Career progression opportunities

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses and learning to advise clients on financial goals. You’ll build relationships and deliver solutions that fit a client’s overall financial picture.

After licensure, you’ll work in a financial center delivering core banking and investment services, with opportunities to advance to Stage II and beyond through the Academy’s programs.

Qualifications

• Licensing exams (SIE, Series 7 and Series 66) completed or in progress.
• Ability to obtain required industry licenses and manage coursework.
• Strong communication and relationship-building with clients.

Responsibilities

• Obtain required securities licenses and build foundational advisory skills.
• Develop and manage client relationships and uncover financial needs.
• Provide solutions and guidance to clients based on their financial picture.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client relationship management

Financial advisory

Sales & cross-selling

Communication skills

Time management

Regulatory compliance

Spanish speaking

Education

High School Diploma or GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses and learning to advise clients on financial goals. You’ll build relationships and deliver solutions that fit a client’s overall financial picture.

After licensure, you’ll work in a financial center delivering core banking and investment services, with opportunities to advance to Stage II and beyond through the Academy’s programs.