Financial Solutions Advisor I: Start Your Licensed Advisory Career

Bank of America; Boca Raton (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America in Boca Raton, FL is seeking a Financial Solutions Advisor Stage I to begin earning Securities Industry licenses (SIE, Series 7, Series 66) and develop foundational skills in client acquisition, relationship building and advice delivery.

You'll start in a financial center, grow your network with banking and investment partners, and progress through stages as you demonstrate success. The program includes structured training and clear milestones for advancement.

Qualifications

• Aptitude in obtaining required industry licenses (SIE/Series 7/66).
• Bachelor's degree and/or 1+ year financial services or sales experience.
• Ability to build relationships and deliver client-focused solutions.

Responsibilities

• Provide end-to-end comprehensive financial guidance to clients.
• Deliver client reviews and presentations with confidence.
• Collaborate with banking and investment partners to meet client needs.
• Connect clients to Bank of America and Merrill offerings to cover financial needs.

Skills

Client relationships

Communication

Sales mindset

Financial acumen

Time management

Networking

Education

FINRA SIE

Bachelor's degree

Job description

Bank of America in Boca Raton, FL is seeking a Financial Solutions Advisor Stage I to begin earning Securities Industry licenses (SIE, Series 7, Series 66) and develop foundational skills in client acquisition, relationship building and advice delivery.

You'll start in a financial center, grow your network with banking and investment partners, and progress through stages as you demonstrate success. The program includes structured training and clear milestones for advancement.