Licensed Financial Solutions Advisor — Growth & Licensing

National Black MBA Association

Northern (KY)

Hybrid

USD 50,000 - 70,000

Full time

3 days ago

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Benefits offered by this job

World-class training

Licensing support and coaching

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry Essentials (SIE), Series 7 and Series 66 licensing, progressing to advisory roles within a financial center. The program emphasizes relationship-building, guidance on financial solutions, and collaboration with banking partners to meet client needs.

Expect structured training, ongoing coaching, and opportunities to grow into advanced advisory roles within Merrill.

Qualifications

Aptitude in obtaining required industry licenses.
Self-discipline in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Results-driven mindset prioritizing client interests in a fast-paced environment.

Responsibilities

Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence.
Collaborate with core banking and investment partners to connect clients with suitable solutions.
Build and leverage your network by engaging banking customers and higher net worth clients.
Support licensing progress with structured study plans and timely completion of exams.