Bank of America
Financial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center
Oviedo · Full-time · Posted Oct 6, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is a desired qualification.
- Education
- Bachelor's degree is a desired qualification.
About the job
Trains to become a licensed financial advisor, then serves financial-center clients by assessing their needs and recommending banking and investment solutions.
What you'll do
- Build and manage client relationships, assess financial needs, and recommend strategies and solutions.
- Provide comprehensive advice and client reviews or presentations, and connect clients with Bank of America and Merrill partners.
- Obtain required securities licenses and complete SAFE Act registration.
What they ask for
- Aptitude in obtaining required industry licenses; obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days (Series 63 & 65 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, results-driven mindset, ability to prioritize client interests, multitask, and adapt to new technology or applications.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor's degree and/or a minimum of 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