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 Securities Industry Essentials [SIE], Series 7, and Series 66 Exams (or Series 63 & 65 in lieu of 66). You will be trained in foundational advisor skills, focusing on client relationship management, understanding complex financial needs, and providing advice and solutions to help clients achieve their financial goals. Upon reaching key milestones and obtaining your licenses, you will work in a financial center, delivering Bank of America’s core banking and investment solutions. Successful progression as a licensed FSA I typically leads to the Financial Solutions Advisor Stage II role, where you will grow and deepen relationships within a client portfolio.

Key Responsibilities

• Obtain required industry licenses: SIE (within 30 days of hire) and Series 7 & 66 (within 120 days of hire).
• Acquire, build, and manage client relationships.
• Assess client financial needs and provide appropriate advice and solutions.
• Deliver end-to-end comprehensive advice and client reviews/presentations.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to Bank of America and Merrill solutions.
• Interact with banking customers, small business owners, and higher net worth clients.

Requirements & Tech Stack

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Success in creating strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a priority for client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• Position is subject to SAFE Act registration requirements.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Minimum of one year of financial services industry or sales experience is desired.
• Bachelor’s degree is desired.

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 & Support

• World-class training and on-boarding programs.
• Training and one-on-one coaching from Academy managers.
• Defined consultative approach with clients.
• Dedicated programs, tools, and resources throughout your career journey from The Academy.

Schedule

• Monday – Fridays and rotating Saturdays.
• 1st shift.
• 40 hours per week.

Note: The specific Financial Center location will be based on business needs. Initial training may occur at one financial center, followed by a potential phone-based capacity until a new financial center location is determined within a reasonable commuting distance.