Bank of America
Financial Solutions Advisor Registration Candidate - Ocala - West Orlando Market
Bank of America, Deltona, Florida, United States, 32738
Financial Solutions Advisor – Stage I
Bank of America is committed to improving the financial lives of our clients through responsible growth and inclusive workplace practices. We are looking for a motivated individual to embark on the Financial Solutions Advisor Stage‑I career path, beginning with Securities Industry licensing and progressing to client relationship excellence.
Overview The role is office‑based with essential in‑office attendance while allowing flexible work options for qualified candidates. You will start by completing the Securities Industry Essentials (SIE), Series 7 and Series 66 exams, followed by intensive training at a financial center. Progression to Stage II depends on performance and client relationship development.
Responsibilities
Complete SIE, Series 7, and Series 66 exams by 30, 120, and 120 days respectively, maintaining licensing status.
Develop and maintain client relationships, evaluating complex financial situations and offering tailored solutions.
Demonstrate consultative advising to guide clients toward their financial goals.
Collaborate with banking and investment partners to deliver comprehensive client service.
Meet performance and compliance standards, including SAFE Act registration and background checks.
Participate in ongoing training and coaching from Academy managers.
Required Qualifications
Demonstrated aptitude for obtaining required industry licenses.
Self‑disciplined time‑management skills.
Experience cultivating client relationships and recommending solutions.
Strong peer collaboration and communication abilities.
Results‑driven mindset prioritizing client interests in a fast‑paced environment.
Ability to execute multiple tasks concurrently.
Quick learner of new technology and applications.
Desired Qualifications
Holder of FINRA Securities Industry Essentials (SIE).
Bachelor’s degree or minimum one year of financial services or sales experience.
Skills
Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer & Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Benefits & Support
World‑class training and onboarding programs.
One‑on‑one coaching from Academy managers.
A structured consultative approach to client needs.
Opportunities to build a network across Bank of America and Merrill customer bases.
End‑to‑end comprehensive advisory and presentation skills development.
Collaboration with core banking and investment partners.
Schedule Monday‑Friday, with occasional Saturdays required.
Hours & Shift 40 hours per week, 1st shift (U.S.).
Employment Details
Seniority level: Internship
Employment type: Full‑time
Job function: Consulting, Information Technology, and Sales
Industry: Banking
This position opens across the market; location assignment will depend on business needs. If hired, you will begin training at an assigned financial center and may transition to a phone‑based capacity pending a suitable center location.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, sexual orientation, age, national origin, disability status, or any other characteristic protected by law.
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Overview The role is office‑based with essential in‑office attendance while allowing flexible work options for qualified candidates. You will start by completing the Securities Industry Essentials (SIE), Series 7 and Series 66 exams, followed by intensive training at a financial center. Progression to Stage II depends on performance and client relationship development.
Responsibilities
Complete SIE, Series 7, and Series 66 exams by 30, 120, and 120 days respectively, maintaining licensing status.
Develop and maintain client relationships, evaluating complex financial situations and offering tailored solutions.
Demonstrate consultative advising to guide clients toward their financial goals.
Collaborate with banking and investment partners to deliver comprehensive client service.
Meet performance and compliance standards, including SAFE Act registration and background checks.
Participate in ongoing training and coaching from Academy managers.
Required Qualifications
Demonstrated aptitude for obtaining required industry licenses.
Self‑disciplined time‑management skills.
Experience cultivating client relationships and recommending solutions.
Strong peer collaboration and communication abilities.
Results‑driven mindset prioritizing client interests in a fast‑paced environment.
Ability to execute multiple tasks concurrently.
Quick learner of new technology and applications.
Desired Qualifications
Holder of FINRA Securities Industry Essentials (SIE).
Bachelor’s degree or minimum one year of financial services or sales experience.
Skills
Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer & Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Benefits & Support
World‑class training and onboarding programs.
One‑on‑one coaching from Academy managers.
A structured consultative approach to client needs.
Opportunities to build a network across Bank of America and Merrill customer bases.
End‑to‑end comprehensive advisory and presentation skills development.
Collaboration with core banking and investment partners.
Schedule Monday‑Friday, with occasional Saturdays required.
Hours & Shift 40 hours per week, 1st shift (U.S.).
Employment Details
Seniority level: Internship
Employment type: Full‑time
Job function: Consulting, Information Technology, and Sales
Industry: Banking
This position opens across the market; location assignment will depend on business needs. If hired, you will begin training at an assigned financial center and may transition to a phone‑based capacity pending a suitable center location.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, sexual orientation, age, national origin, disability status, or any other characteristic protected by law.
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