Financial Solutions Advisor Registration Candidate - Tampa Market
Bank of America
Tampa, 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 receive dedicated training to obtain your Securities Industry licenses and foundational advisory skills.
The role offers career growth opportunities supported by dedicated programs, tools, and resources throughout your career journey.
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
Advising clients on financial solutions
Nice-to-have
Results-driven mindset
Effective peer communication
Adaptability to new technology
Building professional networks
Client-focused advisory skills
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 one year financial services experience