Financial Solutions Advisor I: Start Your Licensed Advisory Career

Bank of America; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to launch licensing and develop foundational advisory skills across banking and investment solutions. You will start in a financial center learning to acquire, build and manage client relationships.

Through the Academy you’ll earn SIE, Series 7 and Series 66 licenses with dedicated study time. Progression to Stage II expands your portfolio and opportunities within Bank of America and Merrill.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results‑driven mindset while prioritizing client's interest in a complex, fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to meet virtually all client needs.
• Build and manage a growing portfolio of clients with a consultative approach.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to launch licensing and develop foundational advisory skills across banking and investment solutions. You will start in a financial center learning to acquire, build and manage client relationships.

Through the Academy you’ll earn SIE, Series 7 and Series 66 licenses with dedicated study time. Progression to Stage II expands your portfolio and opportunities within Bank of America and Merrill.