Financial Solutions Advisor Registration Candidate Consumer Investments - Northwest Arkansas Area

Bank of America • Bentonville, AR

37d • Onsite

About The Position

The 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 develops foundational skills in acquiring, building, and managing client relationships, assessing clients’ complex financial situations, and providing advice and solutions. At key development milestones, the advisor works in a financial center to deliver Bank of America’s core banking and investment solutions and client-care approach.

Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing their skills and deepen relationships within a client portfolio. The Academy provides programs, tools, and resources throughout the career journey. This position is subject to SAFE Act registration requirements, including registration with the federal registry system and a required background check. Failure to obtain or maintain registration may result in termination.

The role is open across the market. The financial center location will be determined by business needs. An offered candidate will train at one financial center and may initially work in a phone-based capacity until another financial center within a reasonable commuting distance is determined, to the extent permitted by applicable law. The schedule is Monday through Friday with rotating Saturdays, first shift, 40 hours per week.

Requirements

• Aptitude for obtaining required industry licenses.
• 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.
• A 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.
• Must obtain the SIE within 30 days of hire and the Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
• High school diploma, GED, secondary school qualification, or equivalent.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.
• Spanish speaking.

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 situations and guide them with advice and solutions to support their financial goals and priorities.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Provide comprehensive advice and deliver client reviews and presentations.
• Recommend strategies to help clients achieve financial goals and life priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Work with banking customers, small business owners, and higher-net-worth clients.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
• World-class training and onboarding programs.
• Training and one-on-one coaching from Academy managers.

What This Job Offers

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