Licensed Financial Solutions Advisor

National Black MBA Association; Fort Myers, Northern (FL, KY); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Licensing support (SIE, Series 7, 66)

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Fort Myers, FL, to begin with Securities Industry licensing (SIE, Series 7, Series 66). The program emphasizes building foundational advisory skills, client relationships, and a path to broader roles within Bank of America and Merrill, with ongoing training and development.

You'll start in a financial center, delivering core banking and investment solutions, while training to advance through stages.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and identifying needs.
• Ability to build peer relationships through effective communication.
• Results-driven mindset prioritizing client interests.
• Ability to manage multiple tasks in a fast-paced environment.
• Willingness to learn new technology and applications.

Responsibilities

• Provide end-to-end comprehensive financial guidance and client reviews.
• Collaborate with banking and investment partners to meet clients' needs.
• Develop relationships with banking customers, small business owners and high-net-worth clients.
• Present strategies to help clients achieve financial goals and life priorities.
• Leverage the Firm's resources to connect clients with Bank of America and Merrill solutions.

Skills

Client Experience

Investment Management

Portfolio Management

Prospecting

Referral Management

Client Management

Customer Focus

Executive Presence

Oral Communications

Risk Management

Education

Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in Fort Myers, FL, to begin with Securities Industry licensing (SIE, Series 7, Series 66). The program emphasizes building foundational advisory skills, client relationships, and a path to broader roles within Bank of America and Merrill, with ongoing training and development.

You'll start in a financial center, delivering core banking and investment solutions, while training to advance through stages.