Financial Solutions Advisor I: Start Your License Path

Bank of America; Pawleys Island (SC); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

SIE license prep

Series 7 & 66 training

Career development

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to start the licensing journey with SIE, Series 7 and Series 66 exams. You will learn to build and manage client relationships, deliver banking and investment solutions, and help clients pursue their financial goals with a human-centered approach.

This role emphasizes in‑office collaboration, structured training, and progressive responsibilities toward Stage II and Merrill opportunities.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be organized and self-disciplined in managing time and capacity.
• Experience in cultivating client relationships is a plus.

Responsibilities

• Build and manage client relationships to understand financial needs.
• Provide end-to-end banking and investment guidance and recommendations.
• Collaborate with banking and investment partners to deliver comprehensive solutions.

Skills

Licensing aptitude

Time management

Client relationship skills

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to start the licensing journey with SIE, Series 7 and Series 66 exams. You will learn to build and manage client relationships, deliver banking and investment solutions, and help clients pursue their financial goals with a human-centered approach.

This role emphasizes in‑office collaboration, structured training, and progressive responsibilities toward Stage II and Merrill opportunities.