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

Bank of America • Miami Beach, FL

3d • 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 time for the SIE, Series 7, and Series 66 exams (Series 63 and 65 are accepted in lieu of Series 66). The SIE must be obtained within 30 days of hire, and the Series 7 and Series 66 within 120 days. After licensing, the advisor learns foundational advisory skills, including acquiring, building, and managing client relationships; understanding clients’ financial situations; and providing advice and solutions to help clients meet their goals. After reaching key milestones, the advisor begins working in a financial center, delivering core banking, investment solutions, and client care. Successful FSA I employees typically progress to Financial Solutions Advisor Stage II and may later pursue other roles within Bank of America and Merrill. The Academy provides dedicated programs, tools, resources, training, and coaching throughout this career development journey.

The role 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 position is based in a financial center, works a 40-hour first-shift schedule Monday through Friday, and requires some Saturdays. Spanish fluency is required for this South Miami Dade Market role.

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.
• Spanish fluency.
• 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 required background check, and maintain registration in good standing.

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.

Responsibilities

• Obtain the required SIE, Series 7, and Series 66 licenses within the specified timeframes; Series 63 and 65 are accepted in lieu of Series 66.
• Acquire, build, and manage client relationships.
• Use a consultative approach to identify client needs and appropriate solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and life priorities.
• Deliver Bank of America’s core banking, investment solutions, and client care in a financial center.
• Build a network by interacting with banking customers, small business owners, and higher-net-worth clients.
• Connect clients with Bank of America and Merrill solutions to address their financial needs.
• Collaborate with core banking and investment partners.
• Complete SAFE Act registration and maintain good standing.

Benefits

• Structured licensing lessons and dedicated study time.
• World-class training and onboarding programs.
• One-on-one coaching from Academy managers.
• Dedicated Academy 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