Bank of America
Financial Solutions Advisor Registration Candidate - South Broward / North Dade Market
Hialeah · Full-time · Posted Oct 25, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is desired, or a bachelor's degree.
- Education
- Bachelor's degree desired.
About the job
Obtains securities licenses and trains to advise clients on financial solutions, build client relationships, and deliver banking and investment services through a financial center or phone-based role.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Assess client needs and recommend financial strategies and solutions.
- Build and manage client relationships; collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration; ability to manage time, multiple tasks, and adapt to technology.
- Must obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
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