Licensed Financial Solutions Advisor

Bank of America; Acworth (GA); On-site; USD 52,000 - 80,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with licensing in SIE, Series 7, and 66 exams, and to build foundational advisory skills through personalized training. You’ll learn to acquire, service, and guide clients while progressing to higher roles within the Academy and Merrill.

After licensed, you’ll work in a financial center delivering core banking, investment solutions, and client care. A structured development program supports your path to Stage II and beyond.

Qualifications

• Requires industry licenses (SIE, Series 7, Series 66 or equivalents)
• Experience in cultivating client relationships and needs-based advising
• Ability to manage multiple tasks in a fast-paced environment
• Strong communication and collaboration with peers
• Demonstrates a client-first mindset and results orientation
• Willingness to train and progress through licensing milestones

Responsibilities

• Provide end-to-end client advisory with a consultative approach
• Collaborate with banking and investment partners to meet client needs
• Develop and deliver client reviews and presentations with confidence
• Build and grow relationships within a portfolio of clients
• Participate in required licensing and background check processes
• Open opportunities for growth within Bank of America and Merrill

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Education

Bachelor's degree

1 year financial services experience

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin with licensing in SIE, Series 7, and 66 exams, and to build foundational advisory skills through personalized training. You’ll learn to acquire, service, and guide clients while progressing to higher roles within the Academy and Merrill.

After licensed, you’ll work in a financial center delivering core banking, investment solutions, and client care. A structured development program supports your path to Stage II and beyond.