Licensed Financial Solutions Advisor (SIE/Series 7)

Bank of America; Farmington Hills (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin securing securities licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills. You’ll learn to acquire and manage client relationships, understand clients’ financial situations, and guide them toward suitable banking and investment solutions.

The program leads toward advancement within Bank of America and Merrill.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships and identifying needs.
• Ability to communicate effectively and collaborate with peers.
• Demonstrates a results-driven mindset in a fast-paced environment.

Responsibilities

• Acquire, build and manage a client base and relationships.
• Provide end-to-end financial guidance and solutions to clients.
• Coordinate with banking and investment partners to meet client needs.
• Engage in ongoing client reviews and presentations to discuss plans.
• Develop a network and leverage relationships to grow business.

Skills

Client relationships

Time management

Communication

Sales experience

Adaptability

Education

High School Diploma or GED

Bachelor’s degree preferred

Job description

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin securing securities licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills. You’ll learn to acquire and manage client relationships, understand clients’ financial situations, and guide them toward suitable banking and investment solutions.

The program leads toward advancement within Bank of America and Merrill.