Licensed Financial Solutions Advisor (SIE/Series)

Bank of America; Dallas (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America invites you to join as a Financial Solutions Advisor Stage I. You will begin by earning securities licenses and learning to advise clients on banking and investment solutions, establishing foundations for trusted relationships.

As you progress to Stage II, you’ll deepen client portfolios, work with Merrill partners, and access academy resources to advance your career within a culture that values collaboration and professional growth.

Qualifications

• Must obtain required industry licenses. Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Proven ability to build strong peer relationships through communication and collaboration.

Responsibilities

• Help clients with financial solutions and advisory services aligned to their goals.
• Develop and maintain client relationships while guiding financial decisions.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America invites you to join as a Financial Solutions Advisor Stage I. You will begin by earning securities licenses and learning to advise clients on banking and investment solutions, establishing foundations for trusted relationships.

As you progress to Stage II, you’ll deepen client portfolios, work with Merrill partners, and access academy resources to advance your career within a culture that values collaboration and professional growth.