Financial Solutions Advisor

About the Role

As a Financial Solutions Advisor Stage I (FSA I) at Bank of America, your journey involves obtaining Securities Industry licenses, including the Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. You will learn foundational advising skills, focusing on acquiring, building, and managing client relationships, assessing complex financial needs, and providing advice and solutions. Upon achieving key milestones and obtaining licenses, you will work in a financial center delivering core banking and investment solutions. The role includes opportunities for advancement to Financial Solutions Advisor Stage II and further within Bank of America and Merrill. This position requires SAFE Act registration.

Key Responsibilities

• Acquire, build, and manage client relationships.
• Consider a client’s complex financial picture and guide them with advice and solutions.
• Humanize financial interactions.
• Deliver Bank of America’s core banking, investment solutions, and approach to client care in a financial center.
• Systematically identify client needs and appropriate solutions using a defined consultative approach.
• Provide end-to-end comprehensive advice.
• Deliver client reviews/presentations with confidence.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to solutions provided through Bank of America and Merrill.

Requirements & Tech Stack

• Must obtain SIE within 30 days of hire.
• Must obtain Series 7 and Series 66 (or 63 & 65 accepted in lieu of 66) within 120 days of hire.
• SAFE Act registration is a requirement.
• Proficiency in managing time and capacity.
• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Ability to create 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.
• Spanish speaking is a desired skill.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE) is desired.
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience is desired.
• High School Diploma / GED / Secondary School or equivalent is the 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

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