Financial Solutions Advisor Registration Candidate Consumer Investments - Center Gate Financial Center

Bank of America • Venice, FL

1d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated classes and study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. The role then develops foundational advisory skills, including acquiring, building, and managing client relationships; considering clients’ financial circumstances; and providing advice and solutions to support their financial goals.

After reaching key milestones, the advisor works in a financial center delivering core banking, investment solutions, and client care. The position includes structured training, onboarding, coaching, and support from Academy managers. Advisors use a consultative approach to identify client needs, provide comprehensive advice and client reviews or presentations, recommend strategies, and connect clients with Bank of America and Merrill partners and solutions.

Successful licensed advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing client relationships within a portfolio. The role is subject to SAFE Act registration requirements, including registration with the federal registry system and completion of the required background check and registration process. The SIE must be obtained within 30 days of hire, and the Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• High school diploma, GED, secondary school, or equivalent.
• Obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
• Complete SAFE Act registration, background check, and registration requirements.

Nice To Haves

• Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

• Obtain the required SIE, Series 7, and Series 66 securities licenses within the stated timeframes.
• Acquire, build, and manage client relationships.
• Assess clients’ financial needs and circumstances and recommend appropriate solutions.
• Provide comprehensive advice and conduct client reviews and presentations.
• Help clients develop strategies to achieve their financial goals and life priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Work with banking customers, small business owners, and higher-net-worth clients in a financial center.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED