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Financial Solutions Advisor : SIE & Series Licenses

Job in Schererville, Lake County, Indiana, 46375, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Financial Solutions Advisor I: SIE & Series Licenses

Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin licensing paths for SIE, Series 7 and Series 66, with dedicated training to advise clients on banking and investment solutions. You will learn foundational skills for client relationships, advisory conversations, and solutions that fit clients’ financial lives.

You will progressively manage a portfolio of clients, collaborate with banking and Merrill partners, and grow through the Academy while meeting SAFE

This opening is for the Financial Solutions Advisor I: SIE & Series Licenses role at Bank of America.

We are looking to fill the Financial Solutions Advisor I: SIE & Series Licenses position at Bank of America in Schererville, IN, United States.

The Financial Solutions Advisor I: SIE & Series Licenses role at Bank of America is now open for applications in Schererville, IN, United States.

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