Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Eau Gallie Financial Center
Indian Harbour Beach · Full-time · Posted Oct 6, 2026
- Experience
- No minimum years stated as a requirement; desired qualification includes a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to obtain securities licenses, then advises financial-center clients on banking and investment solutions and builds client relationships.
What you'll do
- Identify client needs and recommend financial strategies and solutions.
- Deliver client reviews and presentations, and connect clients with Bank of America and Merrill partners.
- Build and manage client relationships and a portfolio as career milestones are achieved.
What they ask for
- Aptitude for obtaining required industry licenses; SIE within 30 days of hire and Series 7 and Series 66 within 120 days (Series 63 and 65 accepted in lieu of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration; ability to manage multiple tasks and adapt to new technology.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- SIE (Securities Industry Essentials).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
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