Financial Solutions Advisor, Partially Licensed

Bank of America

. Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies .

Posted 5/3/2026full-timeAtlanta • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy
Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor
Builds relationships with internal service providers based on client needs and asset thresholds
Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools

Requirements

What you’ll need

Currently holds FINRA Securities Industry Essentials (SIE)
4+ years of progressive professional and/or military experience
2+ years experience in investments industry
Ability to obtain Series 7 and 66 licenses within allotted program time
Is a self-starter who efficiently manages time and capacity
Sets and accomplishes goals, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Benefits

Comp & perks

Competitive benefits to support physical, emotional, and financial well-being

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment advisory strategiesfinancial goal assessmentportfolio growthrisk managementregulatory due diligence

Soft Skills

self-startertime managementgoal settingrelationship buildingcollaborationeffective communicationadaptabilitythoroughness

Certifications

FINRA Securities Industry Essentials (SIE)Series 7 licenseSeries 66 license