Licensed Financial Solutions Advisor I

Bank of America; Clearwater (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7 and 66). You’ll learn advisory skills, build and manage client relationships, and guide clients through financial decisions while maintaining a client-centered approach.

As you progress to Stage II, you’ll grow within Bank of America and Merrill, with access to dedicated training and pathways across banking and investment services.

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.
• SIE (Securities Industry Essentials)
• Bachelor’s degree plus financial services experience preferred.

Responsibilities

• Provide end-to-end advice and deliver client reviews and presentations with confidence.
• Recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners to deliver 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

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7 and 66). You’ll learn advisory skills, build and manage client relationships, and guide clients through financial decisions while maintaining a client-centered approach.

As you progress to Stage II, you’ll grow within Bank of America and Merrill, with access to dedicated training and pathways across banking and investment services.