Financial Solutions Advisor, Spanish Fluency Preferred

Bank of America

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

Posted 10/21/2026full-timeLakeland • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial advisory services, with a strong focus on obtaining necessary industry licenses and delivering tailored financial solutions. Proficient in collaborating with banking and investment partners to meet client needs and achieve financial goals.

Highest-signal resume keywords

Client Relationship ManagementFinancial Advisory ServicesSecurities Industry LicensesConsultative ApproachSpanish Fluency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65Financial SolutionsInvestment SolutionsClient ReviewsFinancial Goal StrategiesTime Management

Soft Skills

Effective CommunicationCollaborationSelf-DisciplineResults-Driven MindsetAdaptability

Certifications & Qualifications

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

Industry Keywords

Financial ServicesBankingInvestmentClient CareConsultative ApproachSAFE Act RegistrationBackground CheckFinancial CenterSmall Business OwnersHigher-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
Consider clients’ complex financial pictures and provide advice and solutions
Work in a financial center to deliver banking, investment solutions, and client care
Grow business knowledge using 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 conduct 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 in 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, background check, and registration requirements
Monday through Friday availability; some Saturdays required
40 hours per week
Spanish fluency preferred
Currently holds FINRA Securities Industry Essentials (SIE) preferred
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience preferred

Benefits

Comp & perks

Dedicated and personalized classes for SIE, Series 7 and Series 66 Exams
World-class training and on-boarding programs
Training and one-on-one coaching from Academy managers
Structured lessons and dedicated study time
Opportunities to learn, grow, and advance within Bank of America and Merrill
Inclusive workplace commitment
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance