Licensed Financial Solutions Advisor I — Growth & Training

Bank of America; Town of Florida (NY); On-site; USD 60,000 - 70,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I. You will begin with Securities Industry license training (SIE, Series7, Series66) and progress toward advising clients on core banking and investment solutions. You'll learn to build relationships, assess client needs, and provide compliant financial guidance.

The program emphasizes on-site training in a financial center, progression to higher levels, and collaboration with banking and Merrill partners to meet client goals.

Qualifications

• Aptitude for obtaining required industry licenses.
• Experience in cultivating client relationships and identifying needs.
• Ability to work in a fast-paced, multi-tasking environment.

Skills

Licensing aptitude

Time management

Client relationships

Communication

Collaboration

Results driven

Multi-tasking

Technology adaptability

Education

SIE license / Bachelor's degree

Financial services experience

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I. You will begin with Securities Industry license training (SIE, Series7, Series66) and progress toward advising clients on core banking and investment solutions. You'll learn to build relationships, assess client needs, and provide compliant financial guidance.

The program emphasizes on-site training in a financial center, progression to higher levels, and collaboration with banking and Merrill partners to meet client goals.