Licensed Financial Solutions Advisor I

Bank of America

Carson City (NV)

On-site

USD 60,000 - 90,000

Full time

2 hours ago
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Benefits offered by this job

World-class training
License preparation support
Career advancement opportunities

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing coursework (SIE, Series 7/66) and develop core advisory skills in a financial center. You will build relationships with clients and work with banking and Merrill teams to address their financial needs.

Open to candidates nationwide, the role emphasizes in-office attendance with role-specific flexibility and a strong training program to support licenses and career growth.

Qualifications

  • High School diploma required; bachelor's degree preferred.
  • Ability to obtain required FINRA licenses (SIE, Series 7/66) with training.
  • Strong client relationship and consultative sales skills.

Responsibilities

  • Obtain required licenses and build client relationships in a financial center.
  • Provide end-to-end financial guidance and tailored solutions to clients.
  • Collaborate with banking and investment partners to meet client needs.

Skills

Licensing readiness
Client relationships
Time management
Communication skills
Spanish speaking

Education

High School Diploma
Bachelor's degree preferred

Tools

FINRA Licensing
SIE exam prep

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing coursework (SIE, Series 7/66) and develop core advisory skills in a financial center. You will build relationships with clients and work with banking and Merrill teams to address their financial needs.

Open to candidates nationwide, the role emphasizes in-office attendance with role-specific flexibility and a strong training program to support licenses and career growth.

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