Financial Solutions Advisor I – SIE/Series Licensed

Bank of America; Florida; On-site; USD 52,000 - 70,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to develop foundational advisory skills and complete necessary securities licenses. You will begin in a financial center, learning to acquire, build, and manage client relationships while aligning solutions to clients’ financial pictures.

As you progress, you’ll advance to Stage II and beyond, with training, mentorship, and access to Merrill and core banking partners to serve a broad range of clients, from everyday banking to investment

Qualifications

• Must obtain required securities licenses (SIE, Series 7, Series 66) within indicated timelines.
• Experience in cultivating client relationships and advising on financial solutions.
• Strong time management and ability to work in a fast-paced environment.

Responsibilities

• Build and maintain client relationships with a consultative approach.
• Provide end-to-end financial guidance and solutions to customers.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Education

FINRA SIE

Bachelor's degree in Finance or related field

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to develop foundational advisory skills and complete necessary securities licenses. You will begin in a financial center, learning to acquire, build, and manage client relationships while aligning solutions to clients’ financial pictures.

As you progress, you’ll advance to Stage II and beyond, with training, mentorship, and access to Merrill and core banking partners to serve a broad range of clients, from everyday banking to investment