Bank of America · 7 hours ago
Financial Solutions Advisor Registration Candidate - Carmel Plaza Financial Center
Carmel
Full-time
Onsite
Entry Level
1+ years expBank of America is committed to helping make financial lives better through every connection. As a Financial Solutions Advisor Stage I, you will obtain necessary licenses and learn foundational skills to manage client relationships and provide financial advice.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Obtain Securities Industry licenses through dedicated and personalized classes for Securities Industry Essentials (SIE), Series 7 and Series 66 Exams
Learn foundational skills needed to be an advisor, including acquiring, building, and managing client relationships
Guide clients with advice and solutions to help them live their best financial lives
Work in a financial center to deliver Bank of America’s core banking and investment solutions
Grow and deepen relationships within a portfolio of clients as a licensed Financial Solutions Advisor Stage II
Participate in training and coaching from Academy managers
Identify client needs and provide appropriate solutions using a consultative approach
Deliver client reviews and presentations with confidence and recommend strategies to achieve financial goals
Collaborate with core banking and investment partners to connect clients to solutions
Qualification
Required
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
Preferred
Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
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
2026-01-22
2026-01-22
Company data provided by crunchbase