Financial Solutions Advisor I: Licensing & Client Solutions

Bank of America; Sarasota (FL); On-site; USD 42,000 - 58,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7 and Series 66, and to learn the foundations of client relationships in a financial center.

You will deliver banking and investment solutions, build relationships, and work toward Stage II with continued training. This role emphasizes guidance, compliance, and a path to broader 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.
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• High School Diploma / GED / Secondary School or equivalent.

Responsibilities

• Build a successful career through world-class training and onboarding programs.
• Get training and one-on-one coaching from Academy managers.
• Grow your business knowledge by using a defined consultative approach with clients to identify needs and solutions.
• Earn SIE, Series 7 and Series 66 licenses through structured study time.
• Obtain licenses within stated timeframes from the date of hire.

Skills

Licensing aptitude

Time management

Client relationship cultivation

Communication & collaboration

Multi-tasking

Technology adaptability

Education

Bachelor’s degree

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7 and Series 66, and to learn the foundations of client relationships in a financial center.

You will deliver banking and investment solutions, build relationships, and work toward Stage II with continued training. This role emphasizes guidance, compliance, and a path to broader opportunities within Bank of America and Merrill.