Financial Solutions Advisor Registration - Ocala - West Orlando Market

Financial Solutions Advisor – Stage I

Bank of America is committed to improving the financial lives of our clients through responsible growth and inclusive workplace practices. We are looking for a motivated individual to embark on the Financial Solutions Advisor Stage‑I career path, beginning with Securities Industry licensing and progressing to client relationship excellence.

The role is office‑based with essential in‑office attendance while allowing flexible work options for qualified candidates. You will start by completing the Securities Industry Essentials (SIE), Series 7 and Series 66 exams, followed by intensive training at a financial center. Progression to Stage II depends on performance and client relationship development.

• Complete SIE, Series 7, and Series 66 exams by 30, 120, and 120 days respectively, maintaining licensing status.
• Develop and maintain client relationships, evaluating complex financial situations and offering tailored solutions.
• Demonstrate consultative advising to guide clients toward their financial goals.
• Collaborate with banking and investment partners to deliver comprehensive client service.
• Meet performance and compliance standards, including SAFE Act registration and background checks.
• Participate in ongoing training and coaching from Academy managers.

• Demonstrated aptitude for obtaining required industry licenses.
• Self‑disciplined time‑management skills.
• Experience cultivating client relationships and recommending solutions.
• Strong peer collaboration and communication abilities.
• Results‑driven mindset prioritizing client interests in a fast‑paced environment.
• Ability to execute multiple tasks concurrently.
• Quick learner of new technology and applications.

• Holder of FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree or minimum one year of financial services or sales experience.

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

• World‑class training and onboarding programs.
• One‑on‑one coaching from Academy managers.
• A structured consultative approach to client needs.
• Opportunities to build a network across Bank of America and Merrill customer bases.
• End‑to‑end comprehensive advisory and presentation skills development.
• Collaboration with core banking and investment partners.

Monday‑Friday, with occasional Saturdays required.

40 hours per week, 1st shift (U.S.).

• Seniority level:
  Internship
• Employment type:
  
  Full‑time
• Job function:
  Consulting, Information Technology, and Sales
• Industry: Banking

This position opens across the market; location assignment will depend on business needs. If hired, you will begin training at an assigned financial center and may transition to a phone‑based capacity pending a suitable center location.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, sexual orientation, age, national origin, disability status, or any other characteristic protected by law.