Licensed Financial Solutions Advisor I

Bank of America; Richmond (VA); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to guide clients through core banking and investment solutions. You’ll work toward SIE, Series 7 and Series 66 licenses with structured study time and then manage a client portfolio within a financial center.

You will grow professionally through Academy programs and cross-functional collaboration, delivering comprehensive financial guidance while navigating regulatory requirements and a US-based market footprint.

Qualifications

• Licenses: aptitude in obtaining required industry licenses.
• Self-discipline in time management and capacity.
• Experience in cultivating client relationships and needs-based recommendations.
• Strong peer relationships through effective communication and collaboration.
• Results-driven mindset with client-first focus in a fast-paced environment.
• Ability to manage multiple tasks and learn new technology.

Responsibilities

• Provide end-to-end client advice and reviews based on financial goals.
• Collaborate with banking and investment partners to meet client needs.
• Develop and deliver tailored solutions while building trusted relationships.

Skills

Client Experience

Investment Management

Portfolio Management

Oral Communications

Risk Management

Executive Presence

Referral Management

Education

Bachelor's degree

FINRA SIE license holder or eligible

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to guide clients through core banking and investment solutions. You’ll work toward SIE, Series 7 and Series 66 licenses with structured study time and then manage a client portfolio within a financial center.

You will grow professionally through Academy programs and cross-functional collaboration, delivering comprehensive financial guidance while navigating regulatory requirements and a US-based market footprint.