Financial Solutions Advisor Registration Candidate - Flamingo Road Financial Center

Bank of America • Pembroke Pines, FL

10d • Onsite

About The Position

At Bank of America, Financial Solutions Advisor Stage I (FSA I) candidates begin by obtaining securities industry licenses through dedicated classes and study time for the SIE, Series 7, and Series 66 exams (Series 63 and 65 are accepted in place of Series 66). Candidates must obtain the SIE within 30 days of hire and Series 7 and 66 within 120 days. After licensing, they learn foundational advisory skills, including acquiring, building, and managing client relationships; understanding clients’ financial situations; and providing advice and solutions. After reaching key milestones, they begin working in a financial center to help deliver banking and investment solutions and client care.

Successful FSA I employees typically progress to Financial Solutions Advisor Stage II, where they continue developing skills and growing relationships within a client portfolio. The Academy provides training, coaching, programs, tools, and resources throughout the career journey. The position is subject to SAFE Act registration requirements, including registration with the federal registry and completion of the required background check and registration process. Failure to obtain or maintain registration may result in termination.

The role is scheduled Monday through Friday, with some Saturdays required. It is a first-shift position with 40 hours per week. Bank of America describes an in-office culture with role-specific attendance requirements and some flexibility.

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.
• 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.
• Must complete SAFE Act registration and the required background check and maintain registration in good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) license.
• 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 required SIE, Series 7, and Series 66 licenses within the stated deadlines; Series 63 and 65 are accepted in place of Series 66.
• Build and manage client relationships and identify client needs through a defined consultative approach.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and priorities.
• Connect clients with banking and investment solutions offered through Bank of America and Merrill.
• Collaborate with core banking and investment partners.
• Register under the SAFE Act and complete the required background check and registration process.

Benefits

• World-class training and onboarding programs.
• Training and one-on-one coaching from Academy managers.
• 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