Financial Solutions Advisor I - License Path & Client Impact

Bank of America; Nokomis (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to start with Securities Industry Essentials and Series exams. The role progresses from a center-level advisor to more advanced positions, supporting clients with comprehensive banking and investment solutions.

You will build relationships, advise clients, and collaborate with banking partners while pursuing required licenses and completing structured training programs.

Qualifications

• Requires industry licenses (SIE, Series 7, Series 66) or progress toward them.
• Strong time-management and self-discipline to manage workloads.
• Experience in cultivating client relationships and identifying client needs.
• Ability to collaborate with peers and drive results in a fast-paced environment.

Skills

Client Relationships

Time Management

Communication

Adaptability

Sales Mindset

Client Focus

Networking

Presentations

Risk Awareness

Financial Knowledge

Building Trust

Consultative Approach

Problem Solving

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to start with Securities Industry Essentials and Series exams. The role progresses from a center-level advisor to more advanced positions, supporting clients with comprehensive banking and investment solutions.

You will build relationships, advise clients, and collaborate with banking partners while pursuing required licenses and completing structured training programs.