Licensed Financial Solutions Advisor I — Growth Path

Bank of America; Las Cruces (NM); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Training & onboarding

One-on-one coaching

Licenses & study time

Networking opportunities

End-to-end client advice

Collaboration with partners

Job summary

Bank of America is hiring for a Financial Solutions Advisor Stage I. The role focuses on obtaining securities licenses (SIE, Series 7, Series 66) and building foundational skills to advise clients on banking and investment solutions.

Training is provided, progressing to Stage II with expanded client relationships and cross-division opportunities within Bank of America and Merrill. You will start in a financial center, learn through dedicated programs, and move through stages as you gain licenses

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.

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 / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America is hiring for a Financial Solutions Advisor Stage I. The role focuses on obtaining securities licenses (SIE, Series 7, Series 66) and building foundational skills to advise clients on banking and investment solutions.

Training is provided, progressing to Stage II with expanded client relationships and cross-division opportunities within Bank of America and Merrill. You will start in a financial center, learn through dedicated programs, and move through stages as you gain licenses