Financial Solutions Advisor Registration Candidate - South Miami Dade Market - Bilingual Fluency In Spanish Required
Bank of America
South Miami Dade, FL, US
Obtaining securities industry licenses
Client relationship management
Consultative financial advising
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 position offers world-class training, one-on-one coaching, and opportunities for career growth within Bank of America and Merrill.
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
Client relationship management
Consultative financial advising
Time and capacity self-management
Collaborating with banking and investment partners
Bilingual fluency in Spanish
Nice-to-have
Results-driven mindset
Effective communication and collaboration
Adaptability to new technology
Building peer relationships
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
Bilingual fluency in Spanish
Bachelor's degree or minimum one year financial services or sales experience