Licensed Financial Solutions Advisor

Bank of America; Newtown Township (Delaware County); On-site; USD 50,000 - 75,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to guide clients through the licensing process (SIE, Series 7/66) and learn to deliver core banking and investment solutions with a consultative approach.

You will start in a financial center, build client relationships, and progress toward more advanced roles within Bank of America and Merrill. Training and coaching are provided to support your growth and success.

Qualifications

• Licensing prep and passing through required exams.
• Ability to manage time and meet milestones in a fast-paced environment.
• Experience in cultivating client relationships and identifying needs.

Responsibilities

• Provide end-to-end advisory support and client reviews.
• Collaborate with banking and investment partners to meet client needs.
• Educate clients on financial strategies and solutions.

Skills

Licensing readiness

Time management

Relationship cultivation

Communication

Client needs analysis

Adaptability

Technology proficiency

Education

Bachelor’s degree

FINRA SIE preferred

Tools

SIE exam prep

Series 7/66 prep

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to guide clients through the licensing process (SIE, Series 7/66) and learn to deliver core banking and investment solutions with a consultative approach.

You will start in a financial center, build client relationships, and progress toward more advanced roles within Bank of America and Merrill. Training and coaching are provided to support your growth and success.