Financial Solutions Advisor: Licenses, Training & Growth

Bank of America; Miami (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin licensing and learn foundational skills for client advisory. You will progress through stages, building relationships and delivering banking and investment solutions with a consultative approach.

Training includes SIE, Series 7 and 66 licenses, with a structured path toward growth within Bank of America and Merrill. In-office culture with role-specific attendance requirements shapes day-to-day work.

Qualifications

• Ability to obtain required FINRA licenses (SIE, Series 7, 66).
• Experience in cultivating client relationships and needs-based recommendations.
• Demonstrates a results-driven mindset in a fast-paced environment.

Responsibilities

• Provide end-to-end financial guidance and solutions to clients.
• Build and manage a portfolio of client relationships and reviews.
• Collaborate with banking and investment partners to meet client needs.
• Develop and maintain a consultative approach to client care.

Skills

Relationship building

Client advisory

Communication

Sales orientation

Time management

Financial services awareness

Education

Bachelor's degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin licensing and learn foundational skills for client advisory. You will progress through stages, building relationships and delivering banking and investment solutions with a consultative approach.

Training includes SIE, Series 7 and 66 licenses, with a structured path toward growth within Bank of America and Merrill. In-office culture with role-specific attendance requirements shapes day-to-day work.