Licensed Financial Solutions Advisor – Growth & Training

Bank of America; Glendale (AZ); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America is hiring for a Financial Solutions Advisor Stage I. You will begin by obtaining SIE, Series 7 and Series 66 licenses and then learn to build and manage client relationships, offering tailored banking and investment advice.

The role starts in a financial center, with defined progression through higher advisory roles. We provide structured training, dedicated coaching, and opportunities to grow within Bank of America and Merrill.

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.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

Responsibilities

• Gain SIE, Series 7 and Series 66 exams and obtain licenses.
• Build and manage client relationships and advise on financial solutions.
• Work in a financial center delivering banking and investment solutions and client care.
• Participate in the Academy programs and progression through the series of roles.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America is hiring for a Financial Solutions Advisor Stage I. You will begin by obtaining SIE, Series 7 and Series 66 licenses and then learn to build and manage client relationships, offering tailored banking and investment advice.

The role starts in a financial center, with defined progression through higher advisory roles. We provide structured training, dedicated coaching, and opportunities to grow within Bank of America and Merrill.