Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - University Avenue Financial Center
Gainesville · Full-time · Posted Oct 20, 2026
- Experience
- At least one year of financial services industry or sales experience is desired, not required.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to obtain securities licenses, then advises financial-center clients by assessing their needs and recommending banking and investment solutions.
What you'll do
- Build and manage client relationships; identify needs and recommend suitable solutions.
- Provide comprehensive financial advice, client reviews, and presentations to support clients’ financial goals.
- Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
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 Series 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, results-driven approach, ability to handle multiple tasks, and adaptability to technology.
Nice to have
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
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