Licensed Financial Solutions Advisor Client-Centric Growth

Habitat For Humanity Of Durham; Durham (NC); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

World-class training

Licensing support (SIE/Series 7/66)

Career development programs

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) to begin by obtaining securities licenses (SIE, Series 7, Series 66) and to learn foundational skills for advising clients on banking and investment solutions. The role progresses to a Financial Solutions Advisor Stage II with opportunities to advance across Merrill and Bank of America networks.

From the start, you’ll join a structured academy with dedicated study time, coaching, and collaboration with banking and

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Skills

Client Experience

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) to begin by obtaining securities licenses (SIE, Series 7, Series 66) and to learn foundational skills for advising clients on banking and investment solutions. The role progresses to a Financial Solutions Advisor Stage II with opportunities to advance across Merrill and Bank of America networks.

From the start, you’ll join a structured academy with dedicated study time, coaching, and collaboration with banking and