Bank of America
A Financial Solutions Advisor Stage I at Bank of America is responsible for obtaining required securities industry licenses (SIE, Series 7, and Series 66) and developing foundational skills for client advisory roles. The role involves building client relationships, delivering comprehensive financial advice across banking and investment solutions, and progressing through a structured career academy program. Successful performance leads to advancement into Stage II and various opportunities within Bank of America and Merrill.
Headquarters
Charlotte, North Carolina, United States
Company Size
10001+ employees
Founded
1968
Bank of America is a leading financial services company offering banking, credit cards, loans, and Merrill Investing. Its mission is to help make financial lives better through the power of every connection. The bank emphasizes accessible, customer-focused financial tools and a broad suite of services for individuals and businesses.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bank of America.
24% below the average for this role