Licensed Financial Solutions Advisor — Training & Growth

Bank of America; Smyrna (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses, including SIE, Series 7, and Series 66. You’ll learn foundational skills for advising clients, building relationships, and managing their financial picture while delivering core banking and investment solutions.

Upon licensing, you’ll work in a financial center helping clients with comprehensive advice, with potential progression to Stage II and other roles within Bank of America

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

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 is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses, including SIE, Series 7, and Series 66. You’ll learn foundational skills for advising clients, building relationships, and managing their financial picture while delivering core banking and investment solutions.

Upon licensing, you’ll work in a financial center helping clients with comprehensive advice, with potential progression to Stage II and other roles within Bank of America