Licensed Financial Solutions Advisor – Growth Path

Habitat For Humanity Of Durham; Clayton (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to guide clients through licensing and advisory processes in an in-office setting. You’ll begin with SIE, Series 7 and Series 66 training and progress toward advising on a broad range of financial solutions.

You’ll need to build relationships, assess client needs, and collaborate with internal partners to deliver comprehensive financial plans. A strong focus on growth, ethics, and regulatory compliance is essential for success.

Qualifications

• Experience in cultivating client relationships and advising on financial solutions.
• Ability to obtain required industry licenses within set timelines.
• Strong communication and collaboration skills in a fast-paced environment.
• Willingness to work in an in-office setting and meet licensing obligations.

Responsibilities

• Build and manage client relationships to understand needs.
• Provide end-to-end financial advice and solutions.
• Collaborate with banking and investment partners to meet client goals.
• Deliver client reviews and presentations with confidence.

Skills

Licensing

Client relationships

Sales & advisory

Time management

Communication

Technology adaptability

Networking

Education

High School Diploma or GED

Bachelor’s degree in finance or related field

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to guide clients through licensing and advisory processes in an in-office setting. You’ll begin with SIE, Series 7 and Series 66 training and progress toward advising on a broad range of financial solutions.

You’ll need to build relationships, assess client needs, and collaborate with internal partners to deliver comprehensive financial plans. A strong focus on growth, ethics, and regulatory compliance is essential for success.