Financial Solutions Advisor: Growth & Training Path

NBMBAA; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I. The role begins with obtaining securities licenses (SIE, Series 7, Series 66) and progresses to building and managing client relationships with advice and solutions for complex financial needs.

You'll work in a financial center, advancing through stages, with an academy, structured study time, and opportunities to grow within Bank of America and Merrill.

Qualifications

• Willingness to obtain required FINRA licenses (SIE, Series 7, Series 66).
• Ability to manage client relationships and assess financial needs.
• Comfort with a structured training path and licensing milestones.
• Strong communication and collaboration in a fast-paced environment.

Responsibilities

• Develop and manage client relationships to understand needs and offer financial solutions.
• Complete licensing steps and advance through advisor stages.
• Partner with banking and investment teams to provide comprehensive client service.

Skills

Licenses acquisition

Client relationship management

Financial advice

Time management

Communication

Sales skills

Adaptive learning

Risk awareness

Education

Bachelor's degree (or 1+ year in financial services)

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I. The role begins with obtaining securities licenses (SIE, Series 7, Series 66) and progresses to building and managing client relationships with advice and solutions for complex financial needs.

You'll work in a financial center, advancing through stages, with an academy, structured study time, and opportunities to grow within Bank of America and Merrill.