Financial Solutions Advisor: Launch Your Licensed Advisory Career

Bank of America; New York (NY); On-site; USD 60,000 - 70,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining securities licenses and learning to build and manage client relationships while assessing a client’s financial picture. You will progress within a financial center delivering core banking, investment solutions and client care.

As you advance through the stages, you will have opportunities to grow within Bank of America and Merrill, with Academy support and a structured training path designed to develop your

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

• Obtain required securities licenses (SIE, Series 7/66).
• Build and manage client relationships and provide financial guidance.
• Collaborate with banking and investment partners to meet client needs.
• Deliver end‑to‑end financial solutions and client reviews.
• Grow and deepen relationships within a client portfolio.

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

Bachelor’s degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining securities licenses and learning to build and manage client relationships while assessing a client’s financial picture. You will progress within a financial center delivering core banking, investment solutions and client care.

As you advance through the stages, you will have opportunities to grow within Bank of America and Merrill, with Academy support and a structured training path designed to develop your