Financial Solutions Advisor Registration Candidate - South Broward / North Dade Market

Bank of America • Hialeah, FL

1d

About The Position

At Bank of America, a Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships; understanding clients’ financial situations; and providing advice and solutions that support their financial goals.

After reaching key milestones, the advisor begins working in a financial center to deliver Bank of America’s core banking and investment solutions and its approach to client care. The role progresses through defined stages of development, supported by training, tools, and resources. Successful licensed FSA I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio and may pursue 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, remain in good standing, and complete the required background check and registration process. Failure to obtain or maintain registration may result in termination.

The position is open across the market. The specific financial center location will be based on business needs. The selected candidate will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance of home is determined, to the extent permitted by applicable law. The schedule is Monday through Friday, with some Saturdays required; the shift is first shift and the role is 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 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 the Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
• Meet SAFE Act registration requirements, including the required background check and registration process.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• Bachelor’s degree and/or at least 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, Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66) within the required timeframes.
• Acquire, build, and manage client relationships.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Consider clients’ financial situations and provide comprehensive advice and strategies aligned with their financial goals and life priorities.
• Conduct client reviews and presentations.
• Connect clients with banking and investment solutions offered through Bank of America and Merrill.
• Collaborate with core banking and investment partners.
• Build a network among banking customers, small business owners, and higher-net-worth clients.
• Complete SAFE Act registration and maintain good standing.

Benefits

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

What This Job Offers

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