Licensed Financial Solutions Advisor — Launch Your Wealth Career

Bank of America; Florida; On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

SIE licensing training

Structured licensing program

Dedicated Academy support

Job summary

Bank of America is hiring as a Financial Solutions Advisor Stage I to begin with Securities Industry license training (SIE, Series 7, Series 66) and build foundational advisory skills. You’ll learn to acquire and manage client relationships, assess complex financial needs, deliver solutions, and grow within a financial center.

The Academy supports progression to higher advisor levels and broader opportunities.

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 and deliver client reviews.
• Collaborate with core banking and investment partners to meet client needs.
• Build and deepen relationships within a client portfolio.
• Acquire, build and manage client relationships through the advisory process.
• Progress through tiered roles via Academy‑led training and certifications.

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 or equivalent

FINRA SIE

Job description

Bank of America is hiring as a Financial Solutions Advisor Stage I to begin with Securities Industry license training (SIE, Series 7, Series 66) and build foundational advisory skills. You’ll learn to acquire and manage client relationships, assess complex financial needs, deliver solutions, and grow within a financial center.

The Academy supports progression to higher advisor levels and broader opportunities.