Financial Solutions Advisor I — Training, Licensing, Growth

Bank of America; Florida; On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Training programs

Career development

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and progress into client-focused advisory work within a financial center. You will receive structured training, build relationships, and grow with a defined pathway to more senior roles and Merrill opportunities.

The role emphasizes licensing milestones (SIE, Series 7, 66) and a collaborative, client-first approach to delivering banking and investment solutions.

Qualifications

• Aptitude for obtaining required securities licenses and registrations.
• Ability to work in a fast-paced, client-focused environment.

Responsibilities

• Deliver banking and investment solutions to clients.
• Build and manage client relationships with professional guidance.
• Complete securities licenses with established timelines.

Skills

Active listening

Attention to detail

Client management

Written communications

Risk management

Communication

Education

High School Diploma

Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and progress into client-focused advisory work within a financial center. You will receive structured training, build relationships, and grow with a defined pathway to more senior roles and Merrill opportunities.

The role emphasizes licensing milestones (SIE, Series 7, 66) and a collaborative, client-first approach to delivering banking and investment solutions.