Bank of America
Financial Solutions Advisor Registration Candidate - Lakeland - Spanish Fluency Preferred
Lakeland +2 · Full-time · Posted Oct 21, 2026
- Location
- Lakeland
Plant City
Lithia - Experience
- At least one year of financial services industry or sales experience is a desired qualification, not a stated requirement.
- Education
- Bachelor's degree is desired; the posting does not state an equivalent-experience alternative.
About the job
Trains to obtain securities licenses and advise financial-center clients on banking and investment solutions, build client relationships, and help meet their financial goals.
What you'll do
- Earn required securities licenses through structured training and study time.
- Identify client needs and recommend financial strategies and Bank of America or Merrill solutions.
- Build and manage client relationships, deliver reviews and presentations, and collaborate with banking and investment partners.
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.
- Self-discipline in managing time and capacity; effective communication and collaboration.
- Results-driven approach that prioritizes client interests; ability to handle multiple tasks and adapt to new technology or applications.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor's degree and/or at least one year of financial services industry or sales experience.
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative