Licensed Financial Solutions Advisor I — Growth Path

Bank of America; Saint Louis (LA); On-site; USD 52,000 - 80,000; Full time

Job summary

Bank of America is recruiting a Financial Solutions Advisor Stage I to begin with licensing in SIE, Series 7 and 66. You’ll learn to advise clients, build relationships, and work toward progressing to Stage II with Merrill. The role emphasizes in-office attendance with role-based flexibility.

You'll start in a financial center, earning licenses and delivering comprehensive banking and investment support while growing a client portfolio and collaborating with internal partners.

Qualifications

• Licensing and compliance requirements are essential for progression.
• Ability to cultivate relationships and identify client needs.
• Strong communication and collaborative skills required.

Skills

Licensing aptitude

Time management

Client relationship mgmt

Peer collaboration

Results-driven mindset

Multitasking

Tech adaptability

Education

Bachelor’s degree

FINRA SIE

Job description

Bank of America is recruiting a Financial Solutions Advisor Stage I to begin with licensing in SIE, Series 7 and 66. You’ll learn to advise clients, build relationships, and work toward progressing to Stage II with Merrill. The role emphasizes in-office attendance with role-based flexibility.

You'll start in a financial center, earning licenses and delivering comprehensive banking and investment support while growing a client portfolio and collaborating with internal partners.