Financial Solutions Advisor I: Training, Licenses & Growth

Bank of America; Newtown Square (Delaware County); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry license training (SIE, Series 7, Series 66) and build foundational client advisory skills.

You'll learn to acquire, build, and manage client relationships, deliver comprehensive financial guidance, and progress to Stage II with opportunities across Bank of America and Merrill until a future role. This in-office position emphasizes career development and hands-on learning.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Ability to build strong peer relationships through communication.
• Demonstrates a results-driven mindset in a fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Skills

Client experience

Client advisory

Investment management

Pipeline management

Referral management

Client management

Customer focus

Portfolio management

Prospecting

Referral identification

Business acumen

Executive presence

Oral communications

Risk management

Education

Bachelor's degree

FINRA SIE certification

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry license training (SIE, Series 7, Series 66) and build foundational client advisory skills.

You'll learn to acquire, build, and manage client relationships, deliver comprehensive financial guidance, and progress to Stage II with opportunities across Bank of America and Merrill until a future role. This in-office position emphasizes career development and hands-on learning.