Financial Solutions Advisor Registration Candidate Consumer Investments - Broad Street Financial Center

Bank of America • Mansfield, OH

2d • Onsite

About The Position

At Bank of America, the purpose is to help make financial lives better through Responsible Growth and by delivering for clients, teammates, communities, and shareholders. The company is committed to an inclusive workplace, attracting and developing talent, supporting wellness, recognizing performance, and making community impact. This role is part of an in-office culture with specific attendance requirements and some flexibility. As a Financial Solutions Advisor Stage I (FSA I), the journey begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) through dedicated classes. Once licensed, the advisor will learn foundational skills in acquiring, building, and managing client relationships, considering complex financial pictures, and guiding clients with advice and solutions. The role involves delivering Bank of America’s core banking and investment solutions in a financial center. Successful FSA I advisors typically progress to Financial Solutions Advisor Stage II, continuing to grow client relationships. The Academy provides support with programs, tools, and resources throughout the career journey. This position requires SAFE Act registration, including a background check, and failure to maintain registration may result in termination.

Requirements

• 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
• Obtain SIE within 30 days of being hired
• Obtain Series 7 & 66 within 120 Days (63 & 65 accepted, in lieu of 66)
• High School Diploma / GED / Secondary School or equivalent work experience
• Minimum of one year of financial services industry or sales experience (if no Bachelor's degree)
• SAFE Act registration
• 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

Nice To Haves

• SIE (Securities Industry Essentials)
• Bachelor’s degree
• One year of financial services industry or sales experience (if Bachelor's degree is present)

Responsibilities

• Acquiring, building and managing client relationships
• Considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives
• Humanizing financial interactions
• Working in a financial center to help deliver Bank of America’s core banking, investment solutions and approach to client care
• Practicing learned skills by growing and deepening relationships within a portfolio of clients (as FSA Stage II)
• Grow business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions
• Build your network by interacting with banking customers, small business owners and higher net worth clients
• Leverage relationships with one out of two households in the U.S. to help eventually grow your business
• 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
• Connect clients to the solutions provided through Bank of America and Merrill to meet virtually all their financial needs
• Register with the federal registry system and remain in good standing (SAFE Act)
• Submit to the required SAFE Act background check and registration process

Benefits

• Competitive benefits to support physical, emotional, and financial well-being
• World-class training and on-boarding programs that set you up for success
• Training and one-on-one coaching from Academy managers who are invested in your success
• Dedicated programs, tools, and resources throughout your career journey

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees