Licensed Financial Solutions Advisor

Bank of America; Georgia; On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to help clients with their financial needs, starting with Securities Industry Essentials licensing and progressing to Series 7/66 exams. You will build strong client relationships, guide solutions, and collaborate with banking and Merrill partners.

The role involves in-office attendance with training to advance to Stage II, supported by the Academy.

Qualifications

• Must be able to obtain required securities licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships and identifying needs.
• Ability to communicate effectively and collaborate with peers.
• Demonstrates a results-driven mindset in a fast-paced environment.
• Ability to learn and adapt to new technology or applications.

Responsibilities

• Build and manage client relationships with a consultative approach.
• Provide end-to-end advisory services and recommended strategies to meet financial goals.
• Collaborate with banking and investment partners to connect clients with solutions.
• Work toward obtaining SIE, Series 7 and Series 66 licenses within stated timelines.
• Deliver client reviews and presentations to communicate progress and opportunities.

Skills

Client relationships

Time management

Advisory skills

Sales aptitude

Communication

Education

Bachelor's degree

FINRA SIE certification

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to help clients with their financial needs, starting with Securities Industry Essentials licensing and progressing to Series 7/66 exams. You will build strong client relationships, guide solutions, and collaborate with banking and Merrill partners.

The role involves in-office attendance with training to advance to Stage II, supported by the Academy.