Licensed Financial Solutions Advisor I (Licensing Track)

National Black MBA Association; Chesapeake, Northern (VA, KY); Hybrid; USD 40,000 - 46,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in Chesapeake, VA. You will pursue SIE, Series 7, and Series 66 licenses while learning to build durable client relationships and deliver core banking and investment solutions.

As you progress from Stage I to II, the Academy supports your growth with training, coaching, and cross-functional collaboration. The role emphasizes in-office attendance with flexibility based on role and needs.

Qualifications

• Licenses required: SIE, Series 7, and Series 66 within specified timelines.
• Strong time management and organization to handle multiple tasks.
• Ability to cultivate client relationships and uncover needs.
• Willingness to learn and adapt in a regulated financial environment.
• Sales-oriented with a client-focused approach.

Responsibilities

• Obtain required securities licenses and complete dedicated training.
• Build and manage client relationships while delivering advisory solutions.
• Provide end-to-end financial guidance, including banking and investments.
• Collaborate with banking and investment partners to meet client needs.
• Adhere to regulatory requirements and internal compliance standards.

Skills

Licensing readiness

Client relationship

Time management

Education

Bachelor's degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I in Chesapeake, VA. You will pursue SIE, Series 7, and Series 66 licenses while learning to build durable client relationships and deliver core banking and investment solutions.

As you progress from Stage I to II, the Academy supports your growth with training, coaching, and cross-functional collaboration. The role emphasizes in-office attendance with flexibility based on role and needs.