Financial Solutions Advisor Registration Candidate Consumer Investments

About the Role

As a Financial Solutions Advisor Stage I (FSA I), you will begin your journey by obtaining your Securities Industry licenses. You will receive dedicated training and personalized classes for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams.

Upon obtaining your licenses, you will be taught foundational skills for client relationships, including acquiring, building, and managing them, as well as guiding clients with advice and solutions for their financial lives.

After reaching key milestones, you will work in a financial center, delivering Bank of America’s core banking, investment solutions, and client care. You will be equipped with the necessary resources throughout your development stages.

Successful progression typically leads to the Financial Solutions Advisor Stage II role, where you will continue to grow and deepen client relationships. This role offers opportunities to advance within Bank of America and Merrill, with ongoing support from The Academy.

This position is subject to SAFE Act registration requirements.

Key Responsibilities

• Obtain Securities Industry Essentials [SIE], Series 7, and Series 66 licenses within specified timeframes.
• Develop and manage client relationships, identifying needs and recommending solutions.
• Deliver comprehensive advice and conduct client reviews/presentations.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Humanize financial interactions.

Requirements & Tech Stack

• Aptitude for 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.
• Proficiency in 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, and Written Communications.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
• Desired Qualifications: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Training & Support

• World-class training and on-boarding programs.
• One-on-one coaching from Academy managers.
• Structured lessons and dedicated study time for license acquisition (SIE within 30 days, Series 7 & 66 within 120 days).

Schedule & Location

• Schedule: Monday – Fridays and rotating Saturdays.
• Shift: 1st shift (United States of America).
• Hours Per Week: 40.
• The specific Financial Center location will be based on business needs. Training may occur at one financial center, with a potential subsequent role in a phone-based capacity until a suitable financial center location is determined.