Financial Solutions Advisor I: Licensing & Client Growth
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Raleigh, NC seeks a Financial Solutions Advisor Stage I to begin with licensing coursework (SIE, Series 7, 66) and develop foundational advisory skills. You’ll learn to acquire, build, and manage client relationships while delivering core banking and investment solutions.
The role emphasizes a pathway from Stage I to Stage II with structured career development. Initial training focuses on licenses, client interaction, and a consultative approach to identify needs and provide
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