Licensed Financial Solutions Advisor (SIE/Series 7)

Bank of America; Idaho; On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Career development programs

Job summary

Bank of America is recruiting a Financial Solutions Advisor Stage I to launch your career with earning potential in financial services. You will pursue Securities Industry licenses (SIE, Series 7, 66) and learn foundational advisory skills while serving clients in a financial center.

You will advance to Stage II and beyond through structured programs, with a supportive Academy, training, and mentorship designed to help you grow your client base and financial knowledge.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.

Responsibilities

• Obtain securities licenses and complete SIE, Series 7 and Series 66 exams.
• Develop client relationships and provide advice to help clients achieve financial goals.
• Progress through the Academy and advance through advisor stages.

Skills

Licensing aptitude

Time management

Client relationship skills

Job description

Bank of America is recruiting a Financial Solutions Advisor Stage I to launch your career with earning potential in financial services. You will pursue Securities Industry licenses (SIE, Series 7, 66) and learn foundational advisory skills while serving clients in a financial center.

You will advance to Stage II and beyond through structured programs, with a supportive Academy, training, and mentorship designed to help you grow your client base and financial knowledge.