Financial Solutions Advisor I: Launch Your Licensing Path

Bank of America; Indian Harbour Beach (FL); On-site; USD 48,000 - 72,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Florida. You’ll start by obtaining your SIE license and progress toward Series 7/66 while building essential client relationship skills in a financial center.

In this role you’ll deliver comprehensive financial advice, work with banking and investment partners, and guide clients to solutions that fit their goals and life priorities. Training and coaching through the Academy support your career progression and success.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to the solutions we provide through Bank of America and Merrill.

Skills

Client Experience

Client Solutions

Investment Management

Referral Management

Customer Focus

Oral Communications

Education

Bachelor’s degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in Florida. You’ll start by obtaining your SIE license and progress toward Series 7/66 while building essential client relationship skills in a financial center.

In this role you’ll deliver comprehensive financial advice, work with banking and investment partners, and guide clients to solutions that fit their goals and life priorities. Training and coaching through the Academy support your career progression and success.