Licensed Financial Solutions Advisor: Growth Trajectory

Bank of America; Greenville (TX); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Training programs

On-boarding programs

Licensing support

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7/66). You will learn to acquire, build, and manage client relationships, then guide clients with advice and solutions to support their financial lives.

You’ll start in a financial center, progressing to more advanced advisory roles, collaborating with banking and Merrill partners to meet clients’ diverse needs.

Qualifications

• High School Diploma or GED required.
• Bachelor's degree and/or one year of financial services or sales experience preferred.
• SIE license or ability to obtain required securities licenses may be required.

Responsibilities

• Provide end-to-end comprehensive financial advice to clients.
• Deliver client reviews and presentations with confidence.
• Coordinate with banking and investment partners to meet client needs.

Skills

Client experience branding

Investment management

Pipeline management

Prospecting

Relationship building

Communication

Client management

Executive presence

Oral communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree and/or 1 year of financial services experience

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7/66). You will learn to acquire, build, and manage client relationships, then guide clients with advice and solutions to support their financial lives.

You’ll start in a financial center, progressing to more advanced advisory roles, collaborating with banking and Merrill partners to meet clients’ diverse needs.