Financial Solutions Advisor Registration Candidate

About the Role

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses. You will receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Once licensed, you will learn foundational skills to be an advisor, including acquiring, building, and managing client relationships, understanding a client's complex financial picture, and guiding them with advice and solutions. You will humanize financial interactions and help clients achieve their financial goals. Upon reaching key milestones, you will work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. You will be equipped with everything needed to move through stages of development. Successful FSA I professionals typically progress to Financial Solutions Advisor Stage II, where you will grow and deepen relationships within a client portfolio. The Academy will support you with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, you will be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

Key Responsibilities

• Build a successful career at Bank of America through world-class training and on-boarding programs.
• Receive training and one-on-one coaching from Academy managers.
• Grow business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time.
• Build your network by interacting with banking customers, small business owners, and higher net worth clients.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to solutions provided through Bank of America and Merrill.

Requirements & Tech Stack

• Securities Industry Essentials (SIE): Must obtain within 30 days of hire.
• Series 7 & Series 66: Must obtain within 120 days of hire.
• SAFE Act Registration: Required.

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.

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
• Shift: 1st shift
• Hours Per Week: 40