Licensed Financial Solutions Advisor (SIE, Series 7)

Bank of America; Miami Beach (FL); On-site; USD 52,000 - 78,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to help clients achieve their financial goals. You will begin with required securities licenses and develop foundational advisory skills, building strong client relationships and delivering suitable banking and investment solutions.

As you progress, you may advance within Bank of America and Merrill, supported by structured training and a dedicated academy.

Qualifications

• Aptitude for obtaining required industry licenses.
• Self-discipline in time and capacity management.
• Experience in cultivating client relationships and identifying needs.
• Proven ability to collaborate and drive results in a fast-paced environment.

Responsibilities

• Build client relationships and deliver tailored solutions.
• Obtain SIE and Series licenses within required timelines.
• Provide end-to-end banking and investment guidance to clients.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client Experience

Oral Communications

Risk Management

Business Acumen

Education

FINRA SIE license (preferred)

Bachelor's degree in Business/Finance (preferred)

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to help clients achieve their financial goals. You will begin with required securities licenses and develop foundational advisory skills, building strong client relationships and delivering suitable banking and investment solutions.

As you progress, you may advance within Bank of America and Merrill, supported by structured training and a dedicated academy.