Licensed Financial Solutions Advisor I

Bank of America; Collierville (TN); On-site; USD 45,000 - 75,000; Full time

Job summary

Bank of America is hiring for a Financial Solutions Advisor Stage I. This entry‑level role involves obtaining securities licenses (SIE, Series 7, 66) and learning to advise clients across core banking and investment solutions.

Training is provided, with progression to Stage II and beyond within Merrill and Bank of America. You will start in a financial center, build client relationships, and move toward a phone‑based capacity as locations are determined, with path to broader opportunities across

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
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results‑driven mindset while prioritizing client's interest in a complex, fast‑paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Responsibilities

• Provide end‑to‑end client advisory and solutions to help clients meet financial goals
• Build and maintain client relationships with a consultative approach
• Partner with banking and investment teams to connect clients with needed solutions

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

Job description

Bank of America is hiring for a Financial Solutions Advisor Stage I. This entry‑level role involves obtaining securities licenses (SIE, Series 7, 66) and learning to advise clients across core banking and investment solutions.

Training is provided, with progression to Stage II and beyond within Merrill and Bank of America. You will start in a financial center, build client relationships, and move toward a phone‑based capacity as locations are determined, with path to broader opportunities across