Bank of America
Financial Solutions Advisor Registration Candidate - PBG / Treasure Coast Market
Fort Pierce · Full-time · Posted Oct 5, 2026
- Experience
- At least one year of financial services industry or sales experience is listed as a desired qualification, or a bachelor's degree.
- Education
- Bachelor's degree is a desired qualification.
About the job
Earn securities licenses through structured training, then advise financial center clients on banking and investment solutions and develop client relationships.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Assess client needs, provide financial advice, and recommend strategies and solutions.
- Build and manage client relationships, conduct reviews, and collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses, including SIE within 30 days and Series 7 and Series 66 within 120 days; Series 63 and 65 are 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 mindset, ability to manage multiple tasks, and adaptability to new technology.
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.
Model-written summary · the original posting is authoritative