Licensed Financial Solutions Advisor: Training & Growth Path

NBMBAA; Texas; On-site; USD 42,000 - 63,000; Full time

Benefits offered by this job

SIE/Series licensing training

Structured study time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to train in securities licensing and learn to advise clients on comprehensive financial solutions. The role emphasizes an in-office environment with clear growth paths within Bank of America and Merrill, and initial training stages to build foundational client-care skills.

Starting in a financial center, you will earn licenses and learn to connect clients with appropriate investment and banking solutions while developing a

Qualifications

• Requires obtaining necessary securities licenses (SIE, Series 7, Series 66) within specified timelines.
• Ability to build and manage client relationships and understand complex financial needs.
• Proven ability to work in a fast-paced, client-focused environment.

Responsibilities

• Obtain required industry licenses to start.
• Build and manage client relationships with a consultative approach.
• Deliver end-to-end financial advice and solutions through Bank of America and Merrill teams.

Skills

Client Advisory

Relationship Building

Time Management

Team Collaboration

Adaptability

Sales Mindset

Communication

Financial Knowledge

Licensing Aptitude

English Proficiency

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to train in securities licensing and learn to advise clients on comprehensive financial solutions. The role emphasizes an in-office environment with clear growth paths within Bank of America and Merrill, and initial training stages to build foundational client-care skills.

Starting in a financial center, you will earn licenses and learn to connect clients with appropriate investment and banking solutions while developing a