Licensed Financial Solutions Advisor

Bank of America; Round Rock (TX); On-site; USD 52,000 - 75,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning required securities licenses and building foundational advisory skills. You will progress through stages, delivering core banking and investment solutions with a consultative client approach.

Open to the US market with office-based training and a path to license attainment (SIE, Series 7, 66). Training and development are emphasized, with opportunity to advance to higher advisory roles.

Qualifications

• Must obtain required industry licenses within set timelines.
• Experience cultivating client relationships and identifying client needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Willingness to adapt to new technology or applications.

Responsibilities

• Provide end-to-end financial advice and client reviews.
• Collaborate with banking and investment partners to meet client needs.
• Develop and maintain relationships with a portfolio of clients.
• Explain financial concepts and recommendations clearly.

Skills

Aptitude for licensing

Time management

Relationship building

Communication

Multitasking

Adaptability

Learning new technology

Education

High School Diploma / GED

Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning required securities licenses and building foundational advisory skills. You will progress through stages, delivering core banking and investment solutions with a consultative client approach.

Open to the US market with office-based training and a path to license attainment (SIE, Series 7, 66). Training and development are emphasized, with opportunity to advance to higher advisory roles.