Financial Solutions Advisor I - Licensing & Advisory

Bank of America; Jacksonville (FL); On-site; USD 45,000 - 59,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Florida to begin by earning Securities Industry licenses (SIE, Series 7, Series 66). You will learn to build and manage client relationships, deliver banking and investment guidance, and help clients live their best financial lives with a human-centered approach.

As you progress, you will advance to Financial Solutions Advisor Stage II, expanding client portfolios and opportunities within Bank of America and Merrill.

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.

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in Florida to begin by earning Securities Industry licenses (SIE, Series 7, Series 66). You will learn to build and manage client relationships, deliver banking and investment guidance, and help clients live their best financial lives with a human-centered approach.

As you progress, you will advance to Financial Solutions Advisor Stage II, expanding client portfolios and opportunities within Bank of America and Merrill.