Financial Solutions Advisor I - Start SIE & Series Licenses

Bank of America; Phoenix (AZ); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Structured licensing programs

Career progression

Job summary

Bank of America is hiring for a Financial Solutions Advisor Stage I. This role focuses on obtaining SIE, Series 7, and Series 66 licenses and learning foundational advisor skills to help clients with banking and investment solutions.

It starts in a financial center and advances through stages, supported by a structured academy and dedicated coaching. You’ll begin delivering client care and financial guidance within an in‑office setting.

Qualifications

• Requires obtaining required industry licenses (SIE, Series 7, Series 66) and progressing through stages.
• Ability to build and manage client relationships and identify client needs.
• Strong communication and collaboration to support a growing client portfolio.

Responsibilities

• Acquire, build and manage client relationships.
• Provide end-to-end comprehensive advice and client reviews.
• Collaborate with banking and investment 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

High School Diploma / GED

Job description

Bank of America is hiring for a Financial Solutions Advisor Stage I. This role focuses on obtaining SIE, Series 7, and Series 66 licenses and learning foundational advisor skills to help clients with banking and investment solutions.

It starts in a financial center and advances through stages, supported by a structured academy and dedicated coaching. You’ll begin delivering client care and financial guidance within an in‑office setting.