Financial Planning and Analysis

• As a Financial Solutions Advisor Stage I, your journey begins obtaining your Securities Industry licenses.
• Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor.
• Help to deliver Bank of America’s core banking, investment solutions and approach to client care.
• You will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.
• Provide end-to-end comprehensive advice and recommend strategies to help clients achieve their financial goals and life priorities.

Financial Solutions Advisor

Market Financial Center Manager

Market Financial Center Manager