Licensed Financial Solutions Advisor I

Bank of America; Holly Springs (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in the United States. The role begins with Securities Industry licenses (SIE, Series 7, Series 66) and dedicated training to build client relationships and provide solutions for clients’ financial goals.

After obtaining licenses, you will work in a financial center delivering core banking and investment guidance, with a clear path to Stage II and continued development through the Academy.

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.
• Strong communication and collaboration with peers.

Responsibilities

• Provide end-to-end client advisory, build relationships, and present solutions.
• Collaborate with banking and investment partners to meet client needs.
• Progress through licensing milestones and advance to higher advisory roles.
• Deliver client reviews/presentations with confidence.
• Develop and expand a portfolio of clients within a financial center.

Skills

Client relationships

Time management

Communication

Sales oriented

Relationship building

Cross-functional collaboration

Financial acumen

Adaptability

Problem solving

Networking

Education

Bachelor's degree or higher

SIE/Finance licensing

Tools

SIE prep materials

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in the United States. The role begins with Securities Industry licenses (SIE, Series 7, Series 66) and dedicated training to build client relationships and provide solutions for clients’ financial goals.

After obtaining licenses, you will work in a financial center delivering core banking and investment guidance, with a clear path to Stage II and continued development through the Academy.