Licensed Financial Solutions Advisor – Stage I

NBMBAA; Raleigh, Northern (NC, KY); Hybrid; USD 40,000 - 65,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Licensing program support

Career progression

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to build foundational skills for advising clients on banking, investments, and wealth solutions.

You will start in a financial center delivering core services, with progression to Stage II and beyond, supported by the Academy’s dedicated programs and resources.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Skills

Client Experience

Advisory Services

Investment Management

Pipeline Management

Referral Management

Client Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to build foundational skills for advising clients on banking, investments, and wealth solutions.

You will start in a financial center delivering core services, with progression to Stage II and beyond, supported by the Academy’s dedicated programs and resources.