Licensed Financial Solutions Advisor – Build Client Wealth

NBMBAA; Florida; On-site; USD 45,000 - 75,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing through SIE, Series 7 and 66, then progress in a financial center delivering core banking and investment solutions. The role emphasizes building client relationships, advisory skills, and a structured academy program to support career growth across Merrill and Bank of America.

You will train in a financial center and move toward a phone-based capacity as opportunities arise, while meeting regulatory and

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end-to-end comprehensive advice to clients, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions.
• Build and grow relationships within a portfolio of clients through licensing progression and ongoing guidance.
• Assist in acquiring, building and managing client relationships while guiding clients with advice and solutions.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Education

Bachelor's degree

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing through SIE, Series 7 and 66, then progress in a financial center delivering core banking and investment solutions. The role emphasizes building client relationships, advisory skills, and a structured academy program to support career growth across Merrill and Bank of America.

You will train in a financial center and move toward a phone-based capacity as opportunities arise, while meeting regulatory and