Financial Solutions Advisor Registration Candidate - South Miami Dade Market - Spanish Fluency Required

Bank of America • Miami Beach, FL

5d • 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 for the SIE, Series 7, and Series 66 exams. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships; considering clients’ complex financial situations; and providing advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking and investment solutions and client care. The role includes structured development, training, study time, and coaching from Academy managers. Successful licensed FSA I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing client relationships within a portfolio and may advance to other roles at Bank of America and Merrill.

The position is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system, complete the required background check and registration process, and remain in good standing. Failure to obtain or maintain registration may result in termination. The work schedule is Monday through Friday, with some Saturdays required, on first shift for 40 hours per week.

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 create 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.
• Must 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.
• Spanish fluency is required.

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.
• Skills in 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, and Risk Management.

Responsibilities

• Obtain the SIE 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.
• Cultivate client relationships, assess client needs, and recommend appropriate solutions using a defined consultative approach.
• Provide comprehensive advice and deliver client reviews and presentations.
• Recommend strategies to help clients achieve financial goals and life priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Build relationships with banking customers, small business owners, and higher-net-worth clients.
• Complete SAFE Act registration and maintain good standing as required for the position.

Benefits

• World-class training and onboarding programs.
• One-on-one coaching from Academy managers.
• Dedicated programs, tools, and resources throughout the career journey.
• Dedicated study time for securities licensing exams.

What This Job Offers

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