Financial Solutions Advisor - License Path

Bank of America; Mount Prospect (IL); On-site; USD 52,000 - 72,000; Full time

Job summary

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses, including SIE, Series 7, and Series 66. The role focuses on building client relationships, understanding financial needs, and guiding clients with solutions to improve their financial lives.

Training and progression to Stage II are emphasized as part of a defined development path.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and identifying needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Currently holds FINRA SIE license and seeks Series 7/66 as applicable.
• Bachelor’s degree or at least one year in financial services/sales.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Prospecting

Oral Communications

Risk Management

Trading

Education

High School Diploma

Bachelor’s degree

Job description

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses, including SIE, Series 7, and Series 66. The role focuses on building client relationships, understanding financial needs, and guiding clients with solutions to improve their financial lives.

Training and progression to Stage II are emphasized as part of a defined development path.