Licensed Financial Solutions Advisor – Launch Your Career

National Black MBA Association; Troy, Northern (MI, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining necessary securities licenses, then advising clients on comprehensive financial solutions. The role progresses to advisory duties within a financial center and, with proven success, to more advanced roles with Merrill.

Training, coaching, and a defined consultative approach support continued growth. You will work in an in-office culture with a focus on responsible growth, client relationships, and community

Qualifications

• Aptitude for obtaining required industry licenses.
• Ability to manage time and capacity effectively.
• Experience building client relationships and assessing needs.
• Strong peer relationships through effective communication.
• Results-driven with prioritization of clients' interests.
• Ability to multitask in a fast-paced environment.
• Willingness to learn new technology.

Responsibilities

• Obtain SIE, Series 7, and Series 66 licenses within the required timelines (63/65 accepted in lieu of 66).
• Provide end-to-end financial advice and client reviews with confidence.
• Build relationships with banking customers, small business owners, and high-net-worth clients.
• Collaborate with core banking and investment partners to meet client needs.

Skills

Licensing aptitude

Time management

Relationship building

Team collaboration

Results orientation

Multitasking

Adaptability

Education

High School Diploma or equivalent

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining necessary securities licenses, then advising clients on comprehensive financial solutions. The role progresses to advisory duties within a financial center and, with proven success, to more advanced roles with Merrill.

Training, coaching, and a defined consultative approach support continued growth. You will work in an in-office culture with a focus on responsible growth, client relationships, and community