Licensed Financial Solutions Advisor: Grow Client Portfolios

Bank of America; Franklin (TN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

World-class training

Licensing support (SIE, Series 7, 66)

Career development

Competitive benefits

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to guide clients through core banking and investment solutions. You will begin by obtaining securities licenses and then develop foundational advisory skills to build and manage client relationships.

The role progresses to more advanced advisory positions with ongoing training, licensing, and opportunities across Bank of America and Merrill. Expect an in-office training path with a focus on client-first financial guidance.

Qualifications

• Must obtain required FINRA licenses (SIE, Series 7, 66) within specified timelines.
• Ability to manage client relationships and assess needs to provide solutions.
• Strong communication and collaboration skills.
• Results-driven mindset with client-focused approach in a fast-paced environment.
• Willingness to learn and adapt to new technology.
• Schedule: Monday - Friday with rotating Saturdays.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to guide clients through core banking and investment solutions. You will begin by obtaining securities licenses and then develop foundational advisory skills to build and manage client relationships.

The role progresses to more advanced advisory positions with ongoing training, licensing, and opportunities across Bank of America and Merrill. Expect an in-office training path with a focus on client-first financial guidance.