Financial Solutions Advisor Registration Candidate Consumer Investments - Myrtle Beach Main Financial Center

Bank of America • Myrtle Beach, SC

21d • Onsite

About The Position

Bank of America’s Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Series 63 and 65 are accepted in lieu of Series 66. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships, assessing clients’ financial circumstances, and providing advice and solutions. After reaching key milestones, the advisor works in a financial center delivering core banking and investment solutions and Bank of America’s approach to client care. The role typically progresses to Financial Solutions Advisor Stage II after demonstrated success, with opportunities to deepen relationships within a client portfolio and pursue other roles within Bank of America and Merrill. The Academy provides training, tools, and resources throughout the career journey.

The position is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system, complete the required background check and registration process, and remain in good standing; failure to obtain or maintain registration may result in termination.

The role includes world-class onboarding, Academy manager coaching, and a defined consultative approach to identifying client needs and appropriate solutions. Advisors provide comprehensive advice, conduct client reviews and presentations, recommend strategies aligned with clients’ financial goals and life priorities, and collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions. The schedule is Monday through Friday with rotating Saturdays, and the position is 40 hours per week. The role is in-office; the assigned financial-center location depends on business needs. Training begins at one financial center, and the role may initially be phone-based until another location 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 client 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, or equivalent.
• Ability to work Monday through Friday and rotating Saturdays.

Nice To Haves

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

Responsibilities

• Obtain the required SIE, Series 7, and Series 66 licenses (or accepted Series 63 and 65 licenses).
• Acquire, build, and manage client relationships.
• Assess clients’ financial needs and circumstances and recommend appropriate solutions.
• Deliver Bank of America’s core banking, investment solutions, and client-care approach in a financial center.
• Provide comprehensive advice and conduct client reviews and presentations.
• Recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Grow and deepen relationships within a client portfolio as a Financial Solutions Advisor Stage II.
• Register under the SAFE Act, complete the required background check and registration process, and maintain good standing.

What This Job Offers

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