Financial Solutions Advisor, Bilingual Spanish Preferred

Bank of America

. Obtain Securities Industry licenses through dedicated classes and study time .

Posted 11/10/2026full-timeLakeland • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, financial advising, and compliance with industry regulations. Proficient in obtaining necessary securities licenses and delivering tailored financial solutions to meet client needs.

Highest-signal resume keywords

Client Relationship ManagementSecurities Industry LicensesFinancial Solutions AdvisorConsultative ApproachEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisingClient Needs AssessmentInvestment SolutionsTime ManagementTask ExecutionTechnology AdaptationSIE LicenseSeries 7 LicenseSeries 66 LicenseSAFE Act Compliance

Soft Skills

Self-DisciplineCollaborationResults-Driven MindsetPeer Relationship BuildingAdaptability

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65

Industry Keywords

Financial ServicesBanking SolutionsClient CareInvestment StrategiesHigher-Net-Worth Clients

About the role

Key responsibilities & impact

Obtain Securities Industry licenses through dedicated classes and study time
Learn foundational advisor skills, including acquiring, building, and managing client relationships
Assess clients’ complex financial pictures and provide advice and solutions
Work in a financial center to deliver banking, investment solutions, and client care
Use a defined consultative approach to identify client needs and appropriate solutions
Build a network with banking customers, small business owners, and higher-net-worth clients
Provide comprehensive advice and deliver client reviews and presentations
Recommend strategies to help clients achieve financial goals and life priorities
Collaborate with core banking and investment partners
Connect clients with Bank of America and Merrill solutions
Progress toward Financial Solutions Advisor Stage II and other career opportunities

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience cultivating client relationships, assessing needs, and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
Must obtain SIE within 30 days of being hired
Must obtain Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
Subject to SAFE Act registration requirements, including registration, background check, and maintaining good standing
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience (desired qualification)
Currently holds FINRA Securities Industry Essentials (SIE) (desired qualification)
Monday through Friday availability; some Saturdays required
Ability to work 40 hours per week

Benefits

Comp & perks

World-class training and onboarding programs
Dedicated and personalized classes for SIE, Series 7, and Series 66 exams
Dedicated study time
Training and one-on-one coaching from Academy managers
Opportunities to learn, grow, and advance within Bank of America and Merrill
Dedicated programs, tools, and resources throughout the career journey
In-office flexibility based on role-specific considerations