Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Missouri Avenue Financial Center
Clearwater · Full-time · Posted Oct 23, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is desired; no required number of years stated.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to obtain securities licenses and develop advisory skills, then works in a financial center to build client relationships and recommend banking and investment solutions.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Assess client needs, provide financial advice, and recommend solutions to help clients meet their goals.
- Build and manage client relationships and collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration skills.
- Ability to manage time, handle multiple tasks, adapt to technology, and prioritize clients in a fast-paced environment.
Nice to have
- SIE (Securities Industry Essentials).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Model-written summary · the original posting is authoritative