Licensed Financial Solutions Advisor I — Training & Growth

Bank of America; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time. The role starts at a financial centre, where you will learn to deliver core banking, investment solutions, and exceptional client care.

As you progress, you will advance to Stage II, continuing to grow relationships with a diverse client base while collaborating with banking and investment partners.

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.

Responsibilities

• Deliver core banking, investment solutions and client care.
• Build and manage client relationships within a portfolio.
• Collaborate with banking and investment partners to meet client financial needs.

Skills

Licensing aptitude

Time management

Client relationship building

Communication

Multi-tasking

Tech adaptability

Education

Bachelor’s degree

High School Diploma

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time. The role starts at a financial centre, where you will learn to deliver core banking, investment solutions, and exceptional client care.

As you progress, you will advance to Stage II, continuing to grow relationships with a diverse client base while collaborating with banking and investment partners.