Financial Solutions Advisor

About the Role

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, where you receive dedicated classes for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Upon obtaining your licenses, you will learn foundational advisory skills, including acquiring, building, and managing client relationships, assessing complex financial pictures, and guiding clients with advice and solutions.

Once you reach key milestones, you will work in a financial center, delivering Bank of America’s core banking and investment solutions and client care. You will progress to Financial Solutions Advisor Stage II, where you will grow and deepen relationships within a client portfolio. This position is subject to SAFE Act registration requirements.

Key Responsibilities

• Obtain Securities Industry Essentials (SIE) within 30 days of hire.
• Obtain Series 7 and Series 66 (or 63 & 65) within 120 days of hire.
• Build and manage client relationships.
• Assess client needs and provide appropriate financial solutions.
• Deliver comprehensive advice and client presentations.
• Recommend strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners.
• Connect clients to Bank of America and Merrill solutions.

Requirements & Tech Stack

• SAFE Act registration is required.
• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client interests in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
• 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

Qualifications

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

Schedule

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