Financial Solutions Advisor I: SIE & Series Licensing Path

NBMBAA; South Carolina; On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing in SIE, Series 7, and Series 66. The role focuses on acquiring, building, and managing client relationships, while delivering core banking and investment solutions to help clients meet financial goals.

You will train through the Academy and progress along a defined career path. Responsibilities include licensing milestones, client advisory support, and collaboration with banking partners to provide

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships and identifying needs.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66) and progress through staged roles.
• Build and manage client relationships and provide advisory guidance.
• Deliver end-to-end financial solutions and client reviews.
• Collaborate with banking and investment partners to meet client needs.
• Provide service to clients in a high-volume, fast-paced environment.

Skills

SIE Licensing

Customer relations

Communication skills

Time management

Sales mindset

Education

High School Diploma

Bachelor’s degree (desirable)

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing in SIE, Series 7, and Series 66. The role focuses on acquiring, building, and managing client relationships, while delivering core banking and investment solutions to help clients meet financial goals.

You will train through the Academy and progress along a defined career path. Responsibilities include licensing milestones, client advisory support, and collaboration with banking partners to provide