Financial Solutions Advisor Registration Candidate Consumer Investments - West Martin Town Road Financial Center

Bank of America • North Augusta, SC

18d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated classes and study time. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships; understanding clients’ financial circumstances; and providing advice and solutions. Following key development milestones, the advisor works in a financial center to deliver core banking and investment solutions and support client care. The position provides structured training, onboarding, coaching, and career-development support through the Academy. Successful licensed FSA I employees typically progress to Financial Solutions Advisor Stage II, with opportunities to pursue additional roles at Bank of America and Merrill.

The role is subject to SAFE Act registration requirements, including registration with the federal registry system and completion of the required background check and registration process. Failure to obtain or maintain registration may result in termination. The required securities licenses are the SIE, Series 7, and Series 66; Series 63 and 65 are accepted in lieu of Series 66. The SIE must be obtained within 30 days of hire, and Series 7 and Series 66 within 120 days.

The schedule is Monday through Friday with rotating Saturdays, first shift, and 40 hours per week. The position is open across the market; the specific financial center will depend on business needs. Training takes place at one financial center, and the employee may initially work in a phone-based capacity until another center within a reasonable commuting distance is determined, to the extent permitted by law.

Requirements

• Aptitude for obtaining required industry licenses.
• Must obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• High school diploma, GED, secondary school qualification, or equivalent.
• Must complete SAFE Act registration, background check, and registration process and maintain good standing.

Nice To Haves

• Bachelor’s degree.
• At least one year of financial services industry or sales experience.

Responsibilities

• Build and manage client relationships and identify client needs using a consultative approach.
• Consider clients’ financial circumstances and provide advice, solutions, and strategies aligned with their financial goals and life priorities.
• Deliver client reviews and presentations confidently.
• Help clients access Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Interact with banking customers, small business owners, and higher-net-worth clients.
• Complete required securities licensing and SAFE Act registration requirements.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED