Financial Solutions Advisor Registration Candidate - Pinellas County Market

About the role

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, including dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will learn foundational skills to become an advisor—acquiring, building, and managing client relationships while considering their complex financial needs and providing tailored advice and solutions.

After reaching key milestones, you will work in a financial center delivering core banking, investment solutions, and client care. Successful progression leads to the Financial Solutions Advisor Stage II role, where you deepen client relationships within a portfolio. The Academy provides ongoing support, tools, and resources throughout your career.

This position requires SAFE Act registration, including a background check. Failure to maintain registration may result in termination.

Responsibilities

• Build and manage client relationships using a consultative approach to identify needs and recommend solutions.
• Earn required licenses (SIE within 30 days, Series 7 and 66 within 120 days).
• Leverage Bank of America’s client network to grow your business.
• Provide comprehensive financial advice, deliver client reviews, and recommend strategies to meet financial goals.
• Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Execute multiple tasks in a fast-paced environment while prioritizing client interests.

Requirements

• Aptitude for obtaining required industry licenses (SIE, Series 7, Series 66).
• Self-discipline in managing time and workload.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset with adaptability to new technology.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE) (desired).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired).

Skills

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management

Schedule

Monday through Friday, with some Saturdays required. Full-time role (40 hours per week, 1st shift). Training will occur at one financial center, followed by a potential phone-based role until a permanent financial center location is assigned within a reasonable commuting distance.