Financial Solutions Advisor I — Licensing & Growth Path

Bank of America; Lutz (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to beginLicensing coursework and build foundational skills in client acquisition, needs assessment, and financial guidance. You will train toward essential securities licenses and progress to advisory roles while delivering core banking and investment solutions.

The role emphasizes in-office collaboration, ongoing development, and a structured progression path, with time-bound licensing milestones and a focus on client-centric

Qualifications

• Must be eligible to obtain required industry licenses.
• Strong communication and relationship-building skills are essential.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Develop and manage client relationships to understand needs and propose solutions.
• Assist clients with a broad range of banking and investment services.
• Complete required exams and licenses within stated timeframes and support ongoing training.

Skills

Client relationships

Time management

Sales mindset

Communication skills

Education

Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to beginLicensing coursework and build foundational skills in client acquisition, needs assessment, and financial guidance. You will train toward essential securities licenses and progress to advisory roles while delivering core banking and investment solutions.

The role emphasizes in-office collaboration, ongoing development, and a structured progression path, with time-bound licensing milestones and a focus on client-centric