Financial Solutions Advisor Registration Candidate - Flamingo Road Financial Center

Bank of America • Pembroke Pines, FL

8d • 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 lieu of Series 66. The role requires obtaining the SIE within 30 days of hire and the Series 7 and Series 66 within 120 days. After licensing, candidates learn foundational advisory skills, including acquiring, building, and managing client relationships, considering clients’ complex financial circumstances, and providing advice and solutions. After reaching key milestones, they work in a financial center helping deliver core banking, investment solutions, and client care. Successful licensed FSAs I typically progress to Financial Solutions Advisor Stage II, with further opportunities across Bank of America and Merrill. The Academy provides dedicated programs, tools, resources, training, and coaching throughout the career journey.

The position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage 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 immediate termination.

The role starts in a financial center and involves interacting with banking customers, small business owners, and higher-net-worth clients. Advisors use a defined consultative approach to identify needs and appropriate solutions, provide comprehensive advice and client reviews or presentations, recommend strategies aligned with clients’ financial goals and priorities, and collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions. The position is 40 hours per week, Monday through Friday, with some Saturdays required, on the first shift. Bank of America describes its workplace culture as in-office, with role-specific flexibility.

Requirements

• Aptitude for obtaining required industry licenses.
• Must 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.
• 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.
• A 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 complete and maintain required SAFE Act registration and satisfy its background-check and registration process.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• 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 licenses within the stated deadlines; Series 63 and 65 are accepted in lieu of Series 66.
• Cultivate and manage client relationships, assess client needs, and recommend appropriate solutions using a consultative approach.
• Provide comprehensive financial advice, conduct client reviews and presentations, and recommend strategies to support clients’ financial goals and priorities.
• Help deliver Bank of America’s core banking, investment solutions, and approach to client care in a financial center.
• Build a client network among banking customers, small business owners, and higher-net-worth clients.
• Collaborate with core banking and investment partners and connect clients to Bank of America and Merrill solutions.
• Complete SAFE Act registration, background-check, and ongoing good-standing requirements.

What This Job Offers

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