Financial Solutions Advisor

Bank of America

full-time

Posted on: 10/15/2025

Location Type: Hybrid

Location: Phoenix • Arizona • 🇺🇸 United States

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Junior

About the role

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses.
You will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships.
Guide clients with advice and solutions to help them live their best financial lives.
Help deliver Bank of America’s core banking and investment solutions.
Interact with banking customers and small business owners.
Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence.

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.
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Benefits

Tip: use these terms in your resume and cover letter to boost ATS matches.

Securities Industry licensesfinancial solutionsclient relationship managementinvestment solutions

self-disciplineeffective communicationcollaborationresults-driven mindsettime managementadaptability

Bachelor's degree