Financial Solutions Advisor I — Licensing & Client Advisory

Bank of America; Florida; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Licensing study program

Career progression via Academy

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and develop foundational client advisory skills in an in-office setting.

You will learn to acquire, build, and manage client relationships, guiding them through complex financial pictures and solutions while progressing along a defined academy path toward senior roles within Bank of America and Merrill.

Qualifications

• Aptitude for obtaining required industry licenses (SIE, Series 7, Series 66).
• Strong interpersonal skills for cultivating client relationships and needs-based solutions.
• Ability to communicate clearly and build trust with diverse clients.
• Comfort with a fast-paced environment and multi-tasking across portfolios.
• Eagerness to learn and progress through licensed advisory roles.

Skills

Client Experience

Client Solutions

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and develop foundational client advisory skills in an in-office setting.

You will learn to acquire, build, and manage client relationships, guiding them through complex financial pictures and solutions while progressing along a defined academy path toward senior roles within Bank of America and Merrill.