Financial Solutions Advisor Registration Candidate - Plant City Financial Center - Spanish Fluency Preferred

Bank of America • Plant City, FL

13d • 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 support for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams; Series 63 and 65 are accepted in lieu of Series 66. The role then develops foundational advisory skills, including acquiring, building, and managing client relationships, understanding clients’ complex financial situations, and offering advice and solutions. After key development milestones, the advisor works in a financial center to deliver core banking, investment solutions, and client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio, with opportunities to advance into other roles at Bank of America and Merrill.

The role includes structured training, onboarding, dedicated study time, one-on-one coaching, and ongoing support from Academy programs, tools, and resources. Advisors use a defined consultative approach to identify client needs, provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and life priorities. They collaborate with banking and investment partners and connect clients with Bank of America and Merrill solutions.

This position is subject to SAFE Act registration requirements. The employee 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 SIE must be obtained within 30 days of hire, and the Series 7 and Series 66 (or accepted alternatives) within 120 days. The schedule is Monday through Friday, with some Saturdays required; it is a first-shift role at 40 hours per week. Bank of America describes an in-office culture with role-specific 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 satisfy SAFE Act registration requirements, including federal registration and a background check, and remain in good standing.

Nice To Haves

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

Responsibilities

• Obtain and maintain the required securities industry licenses, including the SIE, Series 7, and Series 66 or accepted alternatives, within the stated timelines.
• Register under the SAFE Act, complete the required background check and registration process, and remain in good standing.
• Acquire, build, and manage client relationships.
• Use a consultative approach to identify client needs and recommend appropriate solutions.
• Consider clients’ financial situations and provide comprehensive advice and strategies aligned with their goals and priorities.
• Deliver client reviews and presentations.
• Help deliver core banking, investment solutions, and client care in a financial center.
• Collaborate with core banking and investment partners and connect clients to Bank of America and Merrill solutions.
• Develop a client portfolio and, after progressing to Stage II, grow and deepen client relationships.
• Manage time and workload, handle multiple tasks, and adapt to new technology and applications.
• Build relationships with banking customers, small business owners, and higher-net-worth clients.

Benefits

• World-class training and onboarding programs.
• Training and one-on-one coaching from Academy managers.
• Dedicated study time and structured lessons for licensing exams.
• Dedicated Academy programs, tools, and resources throughout the career journey.
• Opportunities to learn, grow, and advance within Bank of America and Merrill.
• Support for teammates’ physical, emotional, and financial wellness.

What This Job Offers

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