Bank of America
Financial Solutions Advisor Registration Candidate - South Palm Beach / North Broward Market
Boca Raton · Full-time · Posted Sep 18, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is a desired qualification, not a requirement.
- Education
- Bachelor's degree is desired; the posting does not state an equivalent-experience alternative.
About the job
Completes securities licensing and advisor training, then advises financial-center clients on banking and investment solutions and helps them pursue financial goals.
What you'll do
- Obtain required securities licenses and develop foundational advisor skills through training and coaching.
- Build client relationships, assess needs, and recommend financial strategies and solutions.
- Deliver client reviews and presentations and 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, including strong peer relationships.
- Self-discipline, results-driven client focus, ability to manage multiple tasks, and adaptability to technology.
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