Financial Solutions Advisor Trainee – Licensing Path

Bank of America; Columbia (SC); On-site; USD 45,000 - 70,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7, and Series 66 licenses. You will learn advisory foundations, build relationships with a diverse client base, and guide clients through complex financial pictures, offering solutions with a human-centered approach.

As you progress, you’ll move into the Stage II role, expanding relationships within a client portfolio and collaborating with Merrill to deliver comprehensive banking and investment

Qualifications

• Aptitude for obtaining required industry licenses (SIE, Series 7 and 66).
• Strong time management and self-discipline; ability to manage multiple tasks in a fast-paced environment.
• Experience cultivating client relationships and identifying needs to recommend solutions.
• Proven ability to build peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client interests.

Responsibilities

• Deliver end-to-end comprehensive advice and client reviews.
• Develop and manage client relationships across a portfolio.
• Assist clients with financial goals and life priorities.
• Collaborate with banking and investment partners to meet client needs.
• Progress through staged development toward licensed advisor roles.

Skills

Client Experience

Client Solutions

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

Bachelor’s degree

High School Diploma / GED

1 year financial services experience

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7, and Series 66 licenses. You will learn advisory foundations, build relationships with a diverse client base, and guide clients through complex financial pictures, offering solutions with a human-centered approach.

As you progress, you’ll move into the Stage II role, expanding relationships within a client portfolio and collaborating with Merrill to deliver comprehensive banking and investment