Licensed Financial Solutions Advisor I

Bank of America; Florida; On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining required licenses (SIE, Series 7, Series 66) and to develop foundational skills in client relationship management, investment guidance, and financial solutions. You will progress within a center, building relationships with banking customers and higher net worth clients while earning licenses.

The role involves training through the Academy, ongoing coaching, and opportunities to advance into multiple advisor

Qualifications

• Aptitude in obtaining required industry licenses.
• 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.

Responsibilities

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Education

FINRA SIE Bachelor’s degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining required licenses (SIE, Series 7, Series 66) and to develop foundational skills in client relationship management, investment guidance, and financial solutions. You will progress within a center, building relationships with banking customers and higher net worth clients while earning licenses.

The role involves training through the Academy, ongoing coaching, and opportunities to advance into multiple advisor