Licensed Financial Solutions Advisor – Client Growth

Bank of America; Chandler (AZ); On-site; USD 52,000 - 78,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7, and Series 66 exams, and to build client relationships with comprehensive guidance.

Starting in a financial center, you will train and progress toward advanced advisory roles, delivering banking and investment solutions while growing your client portfolio and staying compliant with licensing timelines.

Qualifications

• Willing to obtain SIE license within 30 days of hire.
• Series 7 and Series 66 within 120 days or 63/65 in lieu.
• Experience cultivating client relationships and needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Spanish language skills are a plus.
• Bachelor’s degree and/or 1+ year financial services experience.

Skills

Licensing preparation

Client relationship building

Time management

Sales mindset

Spanish language

Education

Bachelor’s degree or higher

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7, and Series 66 exams, and to build client relationships with comprehensive guidance.

Starting in a financial center, you will train and progress toward advanced advisory roles, delivering banking and investment solutions while growing your client portfolio and staying compliant with licensing timelines.