Licensed Financial Solutions Advisor: Launch Advisory

Bank of America; Scottsdale (AZ); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Licensing opportunities (SIE, Series 7

Series 66)

Networking with clients and teammates

Career progression paths

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing and client relationship development. You will learn to acquire, build and manage client relationships, guiding clients with advice and solutions to fit their financial lives.

Upon licensure, you will work in a financial center delivering core banking and investment solutions, advancing toward higher roles while gaining structured training and mentorship.

Qualifications

• High School diploma or GED required.
• Ability to obtain required FINRA licenses.
• Strong time management and capacity control.
• Experience in cultivating client relationships.
• Ability to work in a fast-paced environment.

Responsibilities

• Acquire, build, and manage client relationships.
• Provide end-to-end financial advice based on client needs.
• Collaborate with banking and investment partners to meet client needs.
• Deliver client reviews and presentations.

Skills

Client experience

Investment management

Portfolio management

Prospecting

Oral communications

Risk management

Trading

Relationship building

Education

High School Diploma

Bachelor's degree preferred

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing and client relationship development. You will learn to acquire, build and manage client relationships, guiding clients with advice and solutions to fit their financial lives.

Upon licensure, you will work in a financial center delivering core banking and investment solutions, advancing toward higher roles while gaining structured training and mentorship.