Licensed Financial Solutions Advisor

Bank of America; Chesapeake (VA); On-site; USD 40,000 - 45,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Chesapeake, VA. You’ll begin with licensing (SIE, Series 7/66) and progress through a development academy to serve clients with banking and investment solutions.

The role emphasizes client relationships, Advisory skills, and collaboration with partners. You will train in an in-office environment with role-specific flexibility and opportunities to advance within Bank of America and Merrill.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and identifying client needs.
• Ability to communicate and collaborate effectively in a fast-paced environment.

Responsibilities

• Provide end-to-end comprehensive financial advisory and solutions.
• Develop and manage client relationships across banking and investment products.
• Collaborate with core banking and investment partners to meet client needs.

Skills

Client relationships

Time management

Communication

Adaptability

Education

FINRA SIE Certification

Bachelor’s degree (preferred)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in Chesapeake, VA. You’ll begin with licensing (SIE, Series 7/66) and progress through a development academy to serve clients with banking and investment solutions.

The role emphasizes client relationships, Advisory skills, and collaboration with partners. You will train in an in-office environment with role-specific flexibility and opportunities to advance within Bank of America and Merrill.