Licensed Financial Solutions Advisor — Growth Path

Bank of America; Belton (TX); On-site; USD 50,000 - 60,000; Full time

Job summary

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin licensing—SIE, Series 7, Series 66—and to grow through a structured training program in a financial center. The role focuses on advising clients, building relationships, and delivering bank and Merrill investment solutions.

You will work toward obtaining licenses within set milestones and progressing to more advanced roles.

Qualifications

• Experience in cultivating client relationships and identifying needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration skills.

Responsibilities

• Build and deepen client relationships and understand financial needs.
• Provide end-to-end financial guidance within regulatory requirements.
• Coordinate with internal partners to deliver suitable solutions.

Skills

Client relationships

Sales

Time management

Communication

Education

Bachelor's degree (preferred)

Job description

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin licensing—SIE, Series 7, Series 66—and to grow through a structured training program in a financial center. The role focuses on advising clients, building relationships, and delivering bank and Merrill investment solutions.

You will work toward obtaining licenses within set milestones and progressing to more advanced roles.