Licensed Financial Solutions Advisor: Build Client Impact

Bank of America; Cedar Park (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

World-class training and onboarding

Licensing support: SIE, Series 7/66

Career advancement opportunities

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, 66) and build foundational advisory skills. Early-career professionals will develop client relationships, deliver tailored financial solutions, and progress toward Stage II within a Bank of America/Merrill framework.

The role emphasizes in-office training, a defined development path, and collaboration with banking and investment partners to serve a diverse client base, including

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, locating needs and recommending solutions.
• Demonstrates a results-driven mindset while prioritizing client interests.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end-to-end comprehensive advice and client reviews/presentations.
• Collaborate with core banking and investment partners to meet client needs.
• Grow relationships with a portfolio of clients within Bank of America and Merrill.
• Deliver solutions that align with clients' financial goals and life priorities.

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral Communications

Attention to Detail

Risk Management

Policies Procedures Guidance

Written Communications

Active Listening

Pipeline Management

Causation Analysis

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

FINRA SIE license

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, 66) and build foundational advisory skills. Early-career professionals will develop client relationships, deliver tailored financial solutions, and progress toward Stage II within a Bank of America/Merrill framework.

The role emphasizes in-office training, a defined development path, and collaboration with banking and investment partners to serve a diverse client base, including