Licensed Financial Solutions Advisor - Growth Path

NBMBAA; Savannah, Northern (GA, KY); Hybrid; USD 52,000 - 75,000; Full time

Job summary

Bank of America is looking for a Financial Solutions Advisor Stage I to begin the journey toward Securities Industry licenses (SIE, Series 7, Series 66). You will learn to acquire, build, and manage client relationships, advising on a client’s financial picture and delivering solutions to improve financial lives.

Training emphasizes in‑office collaboration and career development. Successful completion leads to progression to Stage II and broader opportunities within Bank of America and Merrill.

Qualifications

• Aptitude in obtaining required industry licenses.
• Ability to manage time and capacity.
• Experience cultivating client relationships and identifying needs.

Responsibilities

• Develop and maintain relationships with clients, providing guidance and solutions.
• Assist clients with financial planning and investment concepts within regulatory guidelines.
• Collaborate with colleagues to deliver comprehensive client care and services.

Skills

Licensing preparation

Time management

Client relationship building

Effective communication

Multitasking

Education

High School Diploma

Job description

Bank of America is looking for a Financial Solutions Advisor Stage I to begin the journey toward Securities Industry licenses (SIE, Series 7, Series 66). You will learn to acquire, build, and manage client relationships, advising on a client’s financial picture and delivering solutions to improve financial lives.

Training emphasizes in‑office collaboration and career development. Successful completion leads to progression to Stage II and broader opportunities within Bank of America and Merrill.