Financial Solutions Advisor Registration Candidate Consumer Investments

About the Role

This role is for a Financial Solutions Advisor Registration Candidate, also known as Financial Solutions Advisor Stage I (FSA I). The journey begins with obtaining essential Securities Industry licenses. Upon successful licensing, you will develop foundational advisor skills, including client relationship management, financial assessment, and providing tailored advice. The position is intended to lead to working in a financial center to deliver Bank of America's core banking and investment solutions. Successful progression typically leads to Financial Solutions Advisor Stage II.

Key Responsibilities

• Obtain Securities Industry licenses, including SIE, Series 7, and Series 66 (or 63 & 65 in lieu of 66).
• Acquire, build, and manage client relationships.
• Assess complex financial pictures and guide clients with advice and solutions.
• Humanize financial interactions.
• Work in a financial center to deliver core banking and investment solutions.
• Provide end-to-end comprehensive advice.
• Deliver client reviews/presentations with confidence.
• Recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners.
• Connect clients to Bank of America and Merrill solutions.

Requirements & Tech Stack

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Success in creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• SAFE Act registration requirements apply.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Desired: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Skills

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Training & Development

• World-class training and on-boarding programs.
• Training and one-on-one coaching from Academy managers.
• Use of a defined consultative approach with clients.
• Dedicated programs, tools, and resources provided by The Academy.

Schedule & Location

• Hours Per Week: 40
• Shift: 1st shift (United States of America)
• Work Schedule: Monday – Fridays and rotating Saturdays.
• Note: Training may occur at one financial center, followed by a potential phone-based capacity until a suitable financial center location is determined within a reasonable commuting distance.