Financial Solutions Advisor Registration Candidate
Bank of America
This job at a glance
- Who can apply
- New grads, no experience needed · Bachelor's degree
- Must know
- OnboardingSales
- Work
- On-site in Windermere
- Pay
- Not stated by the employer.
- Skill demand
- Sales49%Onboarding5%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 4, 2026 · still open
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Job Title: Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English Required
About the Role
As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will learn foundational skills for advising clients, including acquiring, building, and managing relationships, understanding complex financial pictures, and guiding clients with advice and solutions. After reaching key milestones, you will work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. The Academy will support you with programs, tools, and resources throughout your career journey. This position progresses to Financial Solutions Advisor Stage II, focusing on growing and deepening relationships within a client portfolio.
Key Responsibilities
- Build a successful career through world-class training and onboarding.
- Receive training and one-on-one coaching.
- Grow business knowledge using a defined consultative approach to identify client needs and appropriate solutions.
- Obtain your Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. Note: 63 & 65 accepted in lieu of 66.
- You must obtain your SIE within 30 days of hire and your Series 7 & 66 within 120 days.
- Build your network by interacting with banking customers, small business owners, and higher net worth clients.
- Leverage Bank of America's relationships to help grow your business.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations, and recommend strategies to help clients achieve their financial goals.
- Collaborate with core banking and investment partners.
- Connect clients to solutions provided through Bank of America and Merrill.
Requirements & Tech Stack
- Bilingual Fluency in Mandarin / English Required
- SAFE Act registration is required. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain/maintain SAFE Act registration may result in termination.
Qualifications
- Aptitude in obtaining required industry licenses.
- Self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs, and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Results-driven mindset while prioritizing client interests in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Desired Qualifications
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.
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
- Weekly Schedule: Monday through Friday, some Saturdays required.
- Shift: 1st shift
- Hours Per Week: 40