Financial Solutions Advisor Trainee (Licensing: SIE/Series 7/66)

Bank of America; Windermere (FL); On-site; USD 52,000 - 72,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Florida. You will begin by obtaining securities licenses, then progress to delivering comprehensive financial advice and solutions to clients in a financial center environment.

Training and structured milestones lead toward expansion into the Financial Solutions Advisor Stage II and beyond. Starting in a Bank of America financial center, you will work with banking customers, small business owners, and high-net-worth clients,

Qualifications

• Licensing pathway includes SIE, Series 7 and Series 66 exams with set timelines.
• Must be self-disciplined in managing time and capacity; strong client relationship abilities.
• Experience or aptitude in cultivating client relationships and delivering solutions.

Responsibilities

• Provide end-to-end financial advice and review with clients.
• Build and manage relationships across a portfolio of clients.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client Experience

Oral Communications

Executive Presence

Risk Management

Time Management

Collaborative

Education

Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in Florida. You will begin by obtaining securities licenses, then progress to delivering comprehensive financial advice and solutions to clients in a financial center environment.

Training and structured milestones lead toward expansion into the Financial Solutions Advisor Stage II and beyond. Starting in a Bank of America financial center, you will work with banking customers, small business owners, and high-net-worth clients,