Financial Solutions Advisor

About the Role

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining necessary Securities Industry licenses. You will receive dedicated training for the Securities Industry Essentials [SIE], Series 7, and Series 66 Exams (or 63 & 65 accepted in lieu of 66). Upon licensing, you will learn foundational advisor skills, including acquiring, building, and managing client relationships, assessing complex financial pictures, and guiding clients with advice and solutions.

The role involves working in a financial center to deliver Bank of America’s core banking and investment solutions, and approach to client care. The program includes stages of development, with potential progression to Financial Solutions Advisor Stage II. The Academy will provide ongoing support through dedicated programs, tools, and resources.

This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in immediate termination.

Key Responsibilities

• Build a successful career through world-class training and on-boarding programs.
• Receive training and one-on-one coaching from Academy managers.
• Grow business knowledge using a defined consultative approach with clients to identify needs and appropriate solutions.
• 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 financial goals.
• Collaborate with core banking and investment partners.
• Connect clients to solutions provided through Bank of America and Merrill.

Requirements & Tech Stack

• Securities Industry Essentials (SIE)
• Series 7
• Series 66 (or 63 & 65 accepted)
• SAFE Act registration
• Microsoft Office Suite (implied by standard office role)

Qualifications

• 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 creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest 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.
• Spanish speaking skills.

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

Minimum Education Requirement

• High School Diploma / GED / Secondary School or equivalent.

Schedule

• Monday – Fridays and rotating Saturdays.
• 40 Hours Per Week
• 1st shift (United States of America)

Note: This requisition may contain multiple locations. Specific Financial Center assignment will be based on business needs. Initial training may be in a different financial center, with a potential for a phone-based role before relocation to a final financial center.