Financial Solutions Advisor Registration Candidate - North Miami & Bay Point Financial Centers

Bank of America

North Miami, Florida, USA
Client relationship management
Needs assessment and solution recommendation
Consultative approach with clients
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders

Job Summary

  • Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
  • As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses (SIE, Series 7, Series 66) and learn foundational skills to acquire, build, and manage client relationships, guiding them with advice and solutions.
  • The company offers world-class training, on-boarding programs, and one-on-one coaching from Academy managers invested in your success, with opportunities to advance within Bank of America and Merrill.

Matching Summary

Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.

Skills & Requirements

Must-have

  • Client relationship management
  • Needs assessment and solution recommendation
  • Consultative approach with clients
  • Collaboration with partners
  • Results-driven mindset
  • Executing multiple tasks simultaneously

Nice-to-have

  • Executive presence
  • Client experience branding
  • Business acumen
  • Oral communications skills

Key Requirements

  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 days
  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter