Financial Solutions Advisor I — Licensing & Client Growth

Bank of America; Florida; On-site; USD 48,000 - 62,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7/66) and learn to serve clients with comprehensive financial guidance.

You will build relationships, expand your knowledge through Academy programs, and progress toward higher roles within Bank of America and Merrill, with in-office collaboration and structured training.

Qualifications

• Aptitude for obtaining required industry licenses (SIE, Series 7/66).
• Experience in cultivating client relationships and identifying needs.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Provide end-to-end financial guidance to clients and families.
• Build and deepen client relationships through regular reviews and thoughtful recommendations.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client Experience

Investment Management

Portfolio Management

Prospecting

Risk Management

Oral Communications

Executive Presence

Business Acumen

Education

Bachelor’s degree

FINRA SIE certification

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7/66) and learn to serve clients with comprehensive financial guidance.

You will build relationships, expand your knowledge through Academy programs, and progress toward higher roles within Bank of America and Merrill, with in-office collaboration and structured training.