Financial Solutions Advisor Registration Candidate - Lakeland - Spanish Fluency Preferred

Bank of America • Lithia, VA

6d • 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 builds foundational advising skills, including acquiring, building, and managing client relationships; considering clients’ financial circumstances; and providing advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking services, investment solutions, and client care. The position includes structured training, onboarding, and one-on-one coaching from Academy managers, with development support throughout the career journey.

After demonstrating success as a licensed FSA I, the employee will typically progress to Financial Solutions Advisor Stage II, continuing to grow and deepen relationships within a client portfolio. Further advancement opportunities are available within Bank of America and Merrill.

The position is subject to SAFE Act registration requirements. Employees involved in residential mortgage loan originations must register with the federal registry, complete the required background check and registration process, and remain in good standing. Failure to obtain or maintain registration may result in termination. The required licenses are 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.

Requirements

• Aptitude for obtaining the 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 clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• 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.
• Meet SAFE Act registration and background check requirements.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Spanish fluency is preferred.

Responsibilities

• Obtain the required securities industry licenses: SIE, Series 7, and Series 66 (or Series 63 and 65 in lieu of Series 66).
• Acquire, build, and manage client relationships.
• Assess clients’ financial needs and circumstances and recommend appropriate solutions.
• Use a defined consultative approach to identify client needs and suitable solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to support clients’ financial goals and life priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions.
• Work with banking customers, small business owners, and higher-net-worth clients in a financial center.
• Collaborate with core banking and investment partners.
• Register under the SAFE Act, complete the required background check and registration process, and maintain good standing.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed