Financial Solutions Advisor Registration Candidate Consumer Investments

About the Role

As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining your Securities Industry licenses, including the SIE, Series 7, and Series 66 exams. Upon licensing, you will develop foundational advisory skills focused on acquiring, building, and managing client relationships, providing advice and solutions to help clients achieve their financial goals. You will eventually work in a financial center, delivering Bank of America's core banking and investment solutions. The role is structured for progression to Financial Solutions Advisor Stage II. This position is subject to SAFE Act registration requirements.

Key Responsibilities

• Obtain SIE, Series 7, and Series 66 licenses (63 & 65 accepted in lieu of 66).
• Acquire, build, and manage client relationships.
• Guide clients with advice and solutions to meet their financial needs.
• Humanize financial interactions.
• Deliver Bank of America's core banking and investment solutions in a financial center.
• Grow and deepen relationships within a client portfolio (as FSA II).
• Provide end-to-end comprehensive advice.
• Deliver client reviews/presentations with confidence.
• Recommend strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners.
• Connect clients to solutions provided by Bank of America and Merrill.

Requirements & Tech Stack

• Aptitude in obtaining required industry licenses.
• 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.
• 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.
• Bilingual Spanish Required.

Qualifications

• Sie (Securities Industry Essentials)
• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience (desired).
• High School Diploma / GED / Secondary School or equivalent (minimum education requirement).

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
• Trading

Schedule & Hours

• Monday – Fridays and rotating Saturdays
• 1st shift
• 40 Hours Per Week