Bank of America
As a Financial Solutions Advisor Stage I at Bank of America, the role involves obtaining industry licenses and developing foundational skills in client relationship management within a financial center. New hires undergo structured training and coaching to acquire Securities Industry Essentials, Series 7, and Series 66 licenses while learning to guide clients through complex financial solutions. Upon licensure, advisors practice these skills to deepen client relationships and advance within the Financial Solutions Advisor career path.
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.
Bank of America didn’t post a salary, so this is our estimate from similar listings.
4% above the average for this role