Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Van Dyke Commons Financial Center
Lutz · Full-time · Posted Oct 20, 2026
- Experience
- At least one year of financial services industry or sales experience is a desired qualification, or a bachelor’s degree.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Completes securities licensing and advisor training, then helps financial-center clients understand their financial needs and access banking and investment solutions.
What you'll do
- Build and manage client relationships; assess needs and recommend appropriate financial strategies and solutions.
- Deliver client reviews and presentations, and connect clients with Bank of America and Merrill banking and investment partners.
- Obtain required securities licenses and complete structured training and coaching.
What they ask for
- Aptitude for obtaining required industry licenses, including SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of 66.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, adaptability to new technology, and ability to manage multiple tasks while prioritizing client interests.
Nice to have
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
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