Stage I Licensed Financial Solutions Advisor

Bank of America; Houston (TX); On-site; USD 48,000 - 70,000; Full time

Benefits offered by this job

Training programs

One-on-one coaching from Academy

Licensing exam support (SIE/Series)

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to start licensing in securities (SIE, Series 7, Series 66) and develop foundational advisory skills within a banking center environment.

The role progresses toward more advanced advisory duties, client portfolio management, and collaboration with Merrill Lynch partners, with a focus on delivering comprehensive financial solutions.

Qualifications

• Ability to obtain required industry licenses (SIE, Series 7, Series 66)
• Experience cultivating client relationships and identifying needs
• Strong communication and collaboration in a fast-paced environment
• Demonstrates a results-driven mindset while prioritizing client interests

Responsibilities

• Build and manage client relationships within a financial center.
• Provide end-to-end financial guidance and solutions to clients.
• Progress through licensing milestones (SIE, Series 7, 66) as part of career development.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client relationship management

Time management

Communication

Sales aptitude

Financial services knowledge

Education

FINRA SIE license (candidate)

Series 7 license (candidate)

Series 66 license (candidate)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to start licensing in securities (SIE, Series 7, Series 66) and develop foundational advisory skills within a banking center environment.

The role progresses toward more advanced advisory duties, client portfolio management, and collaboration with Merrill Lynch partners, with a focus on delivering comprehensive financial solutions.