Licensed Financial Solutions Advisor — Build Wealth & Relationships

Bank of America

St. Louis (MO)

On-site

USD 52,000 - 68,000

Full time

14 days+

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Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing and client relationship-building in a structured academy. You will move through milestones toward advisor roles, learning to deliver core banking and investment solutions with a consultative approach.

You will start in a financial center, earning licenses (SIE, Series 7/66) within set timeframes, and progressively expand your client base while leveraging Bank of America and Merrill resources to meet

Qualifications

Aptitude for obtaining required industry licenses and adapting to licensing timelines.
Ability to manage time and capacity effectively in a fast-paced environment.
Experience cultivating client relationships and identifying client needs with solutions.

Responsibilities

Acquire, build and manage client relationships and assess complex financial pictures.
Provide end-to-end financial advice and solutions to help clients reach goals.
Collaborate with core banking and investment partners to connect clients with solutions.
Deliver client reviews and presentations with confidence to deepen relationships.
Grow and deepen relationships within a portfolio of clients over time.