Bank of America · 19 hours ago
National Financial Solutions Advisor I (Lincoln, RI) (Series 7 Required)
Lincoln, RI
Full-time
Onsite
New Grad, Entry Level
0+ years expBank of America is dedicated to creating meaningful relationships with clients, and they are seeking Financial Solutions Advisors to provide comprehensive financial advice. The role involves leveraging the Bank of America and Merrill model to assist clients in achieving their financial goals through investment, banking, and lending solutions.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Provide advice to help clients achieve their financial goals; solutions include investment, banking, and lending
Set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship
Build a successful career at Bank of America through world-class training and on-boarding programs
Get training and one-on-one coaching from Academy managers
Grow your business knowledge by using a defined consultative approach with clients
Build your network by leveraging relationships with clients
Provide end-to-end comprehensive advice and deliver client reviews/presentations
Collaborate with core banking and investment partners
Qualification
Required
Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
Is comfortable in a sales role, finding ways to nurture strong client relationships
Communicates clearly and confidently with clients from all walks of life
Works well with others and collaborates productively to get things done
Can manage complexity, prioritize tasks and execute in a fast-paced environment
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients
Efficiently manages your time and capacity
Is thorough, and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients
Preferred
A bachelor's degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships
Strong computer skills with an ability to multitask in a demanding environment
Benefits
Unlimited potential for financial growth.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
Maryland Daily Record
2026-01-25
2026-01-24
Daily Herald
2026-01-24
Company data provided by crunchbase