Licensed Financial Solutions Advisor I

Bank of America; Greenville (NC); On-site; USD 52,000 - 68,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to launch your licensing journey with SIE, Series 7, and 66 exams. You will learn to acquire, build, and manage client relationships, providing solutions that fit a client’s financial picture.

The role starts in a financial center, advancing through the Academy with structured training and clear progression paths. You'll work Monday–Friday with rotating Saturdays in an in-office, collaborative environment designed to grow your career in

Qualifications

• Must obtain required industry licenses.
• Proven ability to cultivate client relationships.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration skills.
• Willingness to learn licensing requirements and programs.

Responsibilities

• Assist clients with financial solutions and advice.
• Build and maintain client relationships and portfolios.
• Support licensing progression from SIE to Series exams.
• Collaborate with banking and investment partners.
• Deliver end-to-end client care and reviews.

Skills

Client relationships

Time management

Communication

Sales experience

Financial knowledge

Adaptability

Multi-tasking

Education

High School Diploma

SIE certification

Bachelor's degree

Tools

CRM software

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to launch your licensing journey with SIE, Series 7, and 66 exams. You will learn to acquire, build, and manage client relationships, providing solutions that fit a client’s financial picture.

The role starts in a financial center, advancing through the Academy with structured training and clear progression paths. You'll work Monday–Friday with rotating Saturdays in an in-office, collaborative environment designed to grow your career in