Licensed Financial Solutions Advisor (SIE/Series)

Bank of America; Apex (NC); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

World-class training

Licensing support

One-on-one coaching

Job summary

Bank of America is hiring for a Financial Solutions Advisor Stage I in Apex, NC. The role focuses on obtaining required licenses, building and managing client relationships, and delivering banking and investment solutions within an in-office setting.

You’ll start with dedicated training and progress through licensing milestones while supporting clients’ financial needs. Successful candidates will develop foundational advisory skills, collaborate with partners, and grow within a structured career

Qualifications

• Licensing exams required (SIE, Series 7, Series 66/63/65 depending on role) and ongoing licensing milestones.
• Strong client-facing skills and ability to assess needs and propose solutions.
• Experience cultivating client relationships and cross-selling financial solutions.

Responsibilities

• Build client relationships and provide end-to-end financial guidance.
• Collaborate with banking and investment partners to meet client needs.
• Advance through licensing stages (SIE, Series 7, Series 66) with structured study plans.

Skills

Client relationship management

Time management

Communication

Adaptability

Multi-tasking

Licensing aptitude

Education

High School Diploma or GED

Bachelor’s degree

Tools

CRM software

Licensing platforms

Job description

Bank of America is hiring for a Financial Solutions Advisor Stage I in Apex, NC. The role focuses on obtaining required licenses, building and managing client relationships, and delivering banking and investment solutions within an in-office setting.

You’ll start with dedicated training and progress through licensing milestones while supporting clients’ financial needs. Successful candidates will develop foundational advisory skills, collaborate with partners, and grow within a structured career