Financial Solutions Advisor: Launch Your Licensed Advisory Career

Bank of America; Pearland (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

World-class training

Licensing programs

Networking opportunities

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses, then progress to advisor roles in a financial center, delivering core banking and investment solutions with a consultative approach. You will train through the Academy and pursue SIE, Series 7 and 66 licenses as part of your career progression.

Open to growth within Bank of America and Merrill with a focus on client care, licensing milestones, and building a robust client network.

Qualifications

• Must obtain required industry licenses (SIE, Series 7, Series 66) within specified timelines.
• Ability to manage time and capacity independently.
• Experience in cultivating client relationships and identifying client needs.
• Demonstrates a results-driven mindset in a fast-paced environment.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end-to-end financial guidance and solutions to clients.
• Develop client relationships and grow a portfolio within a financial center.
• 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 Focus

Portfolio Management

Prospecting

Risk Management

Trading

Executive Presence

Oral Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses, then progress to advisor roles in a financial center, delivering core banking and investment solutions with a consultative approach. You will train through the Academy and pursue SIE, Series 7 and 66 licenses as part of your career progression.

Open to growth within Bank of America and Merrill with a focus on client care, licensing milestones, and building a robust client network.