Job Summary

• As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
• The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.
• We’ll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

Matching Summary

Skills & Requirements

Key Requirements

• Obtain SIE within 60 days
• Obtain Series 7 & 66 within 120 days
• SAFE Act registration requirements
• Bachelor’s degree and/or minimum of one year financial services or sales experience

Work Rights