Licensed Financial Solutions Advisor – Growth & Licensing Path

Bank of America; Texas; On-site; USD 52,000 - 70,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin by earning its SIE, Series 7, and Series 66 licenses, building foundational advisory skills and client relationships in a financial center.

Program participation includes Academy-backed training and a clear path to Stage II progression, with emphasis on compliance, regulatory requirements, and cross-functional collaboration to deliver core banking and investment solutions.

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

• Build and manage client relationships while assessing financial needs.
• Obtain required licenses (SIE, Series 7/66) within policy timelines.
• Collaborate with internal partners to deliver banking and investment solutions.
• Maintain compliance and accurate documentation toward client goals.

Skills

Licensing aptitude

Time management

Relationship building

Peer collaboration

Results-driven

Multitasking

Adaptability

Education

FINRA SIE Bachelor’s degree

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin by earning its SIE, Series 7, and Series 66 licenses, building foundational advisory skills and client relationships in a financial center.

Program participation includes Academy-backed training and a clear path to Stage II progression, with emphasis on compliance, regulatory requirements, and cross-functional collaboration to deliver core banking and investment solutions.