Financial Solutions Advisor — Licensing & Client Strategy

Bank of America; St. Louis (MO); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to join our team in the United States. You will receive dedicated training to obtain the Securities Industry Essentials (SIE), Series7, and Series66 licenses, while learning foundational advisory skills and delivering client reviews and presentations.

You will collaborate with core banking and investment partners to meet a wide spectrum of client needs, providing end-to-end guidance.

Qualifications

• Experience in cultivating client relationships and understanding client needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Willingness to obtain industry licenses and pursue professional development.

Responsibilities

• Build and manage client relationships, identifying needs and recommending solutions.
• Deliver client reviews and presentations with confidence and recommend strategies to help clients achieve goals.
• Collaborate with core banking and investment partners to connect clients to full solutions.
• Obtain SIE, Series7, and Series66 licenses within defined timelines.
• Maintain SAFE Act registration and comply with background check processes.

Skills

Client relationships

Time management

Effective communication

Education

Bachelor's degree

Job description

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to join our team in the United States. You will receive dedicated training to obtain the Securities Industry Essentials (SIE), Series7, and Series66 licenses, while learning foundational advisory skills and delivering client reviews and presentations.

You will collaborate with core banking and investment partners to meet a wide spectrum of client needs, providing end-to-end guidance.