Overview As a Financial Solutions Advisor Stage I at Bank of America, you begin by earning securities licenses (SIE, Series 7, Series 66) and build foundational advisory skills to guide clients through financial decisions. You operate in a supportive Academy environment and progress toward Stage II, expanding client relationships across banking and investment solutions. This role emphasizes human-centered service, collaboration with partners, and applying a consultative approach in a fast-paced setting. You will contribute to a culture focused on responsible growth and inclusive client care.
Compensation / Benefits- industry-leading benefits
- paid time off
- resources and support for employee development
Responsibilities- Develop and manage client relationships and identify client needs
- Provide end-to-end financial guidance and solutions aligned to goals
- Deliver client reviews and presentations with confidence
- Collaborate with core banking and investment partners to meet clients' financial needs
- Engage with banking customers, small business owners, and higher net worth clients at a financial center
- Support licensing education and preparation through the Academy to achieve required securities licenses
- Assist in building a network and leveraging relationships to grow business
Key requirements- Aptitude to obtain required industry licenses
- Self-discipline in time and capacity management
- Experience cultivating client relationships and identifying needs
- Strong communication and collaboration with peers
- Results-driven mindset in a complex, fast-paced environment
- Ability to manage multiple tasks simultaneously
- Willingness to learn and adapt to new technology or applications
- Oral communications
- Written communications
- Active listening
- Advisory
- Account management
- Pipeline management
