Licensed Financial Solutions Advisor I

Bank of America; Florida; On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with SIE, Series 7, and Series 66 exams, building client relationships and delivering tailored financial guidance.

You'll start in a financial center, progressing through stages to Financial Solutions Advisor Stage II, with the Academy supporting your growth and licensing, while collaborating with banking and investment partners to meet client needs.

Qualifications

• Proven ability to build and manage client relationships
• Strong communication and collaboration skills in a fast-paced environment
• Willingness to obtain required securities licenses (SIE, Series 7, Series 66) within the stated timeframes

Responsibilities

• Deliver end-to-end financial advice and client reviews.
• Collaborate with core banking and investment partners to meet client needs.
• Develop and nurture relationships across a portfolio of clients.
• Provide solutions aligned with clients' financial goals and life priorities.

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

FINRA Securities Industry Essentials (SIE)

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin with SIE, Series 7, and Series 66 exams, building client relationships and delivering tailored financial guidance.

You'll start in a financial center, progressing through stages to Financial Solutions Advisor Stage II, with the Academy supporting your growth and licensing, while collaborating with banking and investment partners to meet client needs.