Financial Solutions Advisor: Licensing Path & Client Growth

Bank of America; Concord (NC); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with licensing for SIE, Series 7 and Series 66, then progress to client-focused advisory roles in a financial center. The Academy provides structured training and a path to Stage II, with opportunities across Bank of America and Merrill.

The role involves building relationships, delivering end-to-end financial guidance, and collaborating with banking and investment partners to meet clients' needs

Qualifications

• Licensing preparation and completion for SIE, Series 7, and Series 66
• Experience building and managing client relationships
• Ability to deliver comprehensive financial guidance
• Strong communication and collaboration in fast-paced environments

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Written Communications

Education

Bachelor's degree

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with licensing for SIE, Series 7 and Series 66, then progress to client-focused advisory roles in a financial center. The Academy provides structured training and a path to Stage II, with opportunities across Bank of America and Merrill.

The role involves building relationships, delivering end-to-end financial guidance, and collaborating with banking and investment partners to meet clients' needs