Licensed Financial Solutions Advisor — SIE/Series 7 Ready

Bank of America; Norridge (IL); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America in the United States seeks a Financial Solutions Advisor Stage I. You will begin by obtaining Securities Industry licenses (SIE, Series 7 and 66) and learn to acquire, build and manage client relationships, guiding clients with advice to improve their financial lives.

As milestones are reached, you will work in a financial center delivering core banking and investment solutions, with progression to Stage II.

Qualifications

• Aptitude in obtaining required industry licenses.
• Willingness to pursue SIE and Series 7/66 exams with defined timelines.
• Ability to build and deepen client relationships while providing advice.

Responsibilities

• Build a successful career through training and coaching programs.
• Provide end‑to‑end advisory services to clients and present reviews.
• Collaborate with banking and investment partners to meet client needs.
• Develop and grow a portfolio of clients in a financial center.

Skills

Client Experience

Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Education

Bachelor’s degree

Job description

Bank of America in the United States seeks a Financial Solutions Advisor Stage I. You will begin by obtaining Securities Industry licenses (SIE, Series 7 and 66) and learn to acquire, build and manage client relationships, guiding clients with advice to improve their financial lives.

As milestones are reached, you will work in a financial center delivering core banking and investment solutions, with progression to Stage II.