Financial Solutions Advisor Registration Candidate - North Miami & Bay Point Financial Centers
Bank of America
North Miami, FL, US
Obtaining securities industry licenses
Managing client relationships
Consultative client needs assessment
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
As a Financial Solutions Advisor Stage I, you will obtain your Securities Industry licenses and learn foundational advisory skills to help clients live their best financial lives.
The role offers world-class training, one-on-one coaching, and opportunities to grow within Bank of America and Merrill through dedicated programs and resources.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Obtaining Securities Industry licenses
Managing client relationships
Consultative client needs assessment
Time and capacity management
Collaboration with banking and investment partners
Results-driven mindset
Multi-tasking in fast-paced environment
Nice-to-have
Effective communication and collaboration
Adaptability to new technology
Building a professional network
Client-focused advisory approach
Emotional and financial wellness support
Key Requirements
Securities Industry Essentials (SIE) license within 30 days
Series 7 and Series 66 licenses within 120 days
SAFE Act registration and background check
Bachelor's degree or minimum one year financial services experience