Financial Solutions Advisor - License Prep & Guidance

Bank of America; Georgia; On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I. You will begin with licensing (SIE, Series 7, Series 66) and develop foundational advisory skills as you move into a financial center role delivering banking and investment solutions to clients.

You’ll grow through staged roles and a dedicated academy, with focus on building relationships and providing comprehensive financial guidance to meet client goals.

Qualifications

• Aptitude in obtaining required industry licenses.
• Time management and capacity discipline.
• Experience in cultivating client relationships and identifying client needs.
• Strong communication and collaboration with peers.
• Results-driven mindset in a fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

Responsibilities

• Acquire, build and manage client relationships and understand complex financial pictures.
• Deliver Bank of America’s core banking and investment solutions with a consultative approach.
• Provide end‑to‑end advice, client reviews and presentations to help clients reach financial goals.
• Collaborate with banking and investment partners to match client needs with available solutions.

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I. You will begin with licensing (SIE, Series 7, Series 66) and develop foundational advisory skills as you move into a financial center role delivering banking and investment solutions to clients.

You’ll grow through staged roles and a dedicated academy, with focus on building relationships and providing comprehensive financial guidance to meet client goals.