Licensed Financial Solutions Advisor I

Bank of America; Jacksonville (NC); On-site; USD 52,000 - 78,000; Full time

Job summary

Bank of America in Jacksonville, NC, is seeking a Financial Solutions Advisor Stage I. The role starts with dedicated classes to obtain SIE, Series 7 and Series 66 licenses, then transitions to building foundational skills in client relationships and financial guidance.

You will deliver end-to-end advice, assess client needs, and collaborate with banking and Merrill partners to provide integrated solutions that help clients pursue their financial goals and lifelong prosperity.

Qualifications

• Licensing progression to SIE/Series licenses required.
• Proven ability to cultivate client relationships and identify needs.
• Strong communication and time-management skills.

Responsibilities

• Obtain required securities licenses and advance through stages.
• Deliver end-to-end client advisory in coordination with banking and Merrill partners.
• Build and manage a growing client portfolio with a consultative approach.
• Support clients in achieving financial goals with appropriate solutions.

Skills

Client Relationship

Sales Skills

Time Management

Communication

Adaptability

Team Collaboration

Education

Bachelor’s degree or higher

High School Diploma or GED

Job description

Bank of America in Jacksonville, NC, is seeking a Financial Solutions Advisor Stage I. The role starts with dedicated classes to obtain SIE, Series 7 and Series 66 licenses, then transitions to building foundational skills in client relationships and financial guidance.

You will deliver end-to-end advice, assess client needs, and collaborate with banking and Merrill partners to provide integrated solutions that help clients pursue their financial goals and lifelong prosperity.