Financial Solutions Advisor Registration Candidate Consumer Investments - Nolensville Road Financial Center

Bank of America • Nashville, TN

2d • 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 for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships, considering clients’ complex financial situations, and guiding them with advice and solutions. After reaching key milestones, the advisor works in a financial center delivering core banking, investment solutions, and client care. Successful licensed Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio. The role offers opportunities to advance within Bank of America and Merrill, with career support from the Academy’s programs, tools, and resources.

The position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage 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 immediate termination.

The role is open for the entire market. The specific financial center location will be based on business needs. If hired, the employee 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; the position is 40 hours per week and is listed as first shift.

Requirements

• Aptitude for obtaining required industry licenses.
• 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.
• Ability to meet SAFE Act registration, background check, and continuing good-standing requirements.

Nice To Haves

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

Responsibilities

• Use a defined consultative approach to identify client needs and appropriate solutions.
• Build and manage client relationships, including relationships with banking customers, small business owners, and higher-net-worth clients.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients achieve financial goals and life priorities.
• Connect clients to Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Obtain and maintain required securities industry licenses and SAFE Act registration.
• Progress through the advisor development program and, after demonstrating success, grow and deepen relationships within a client portfolio as a Stage II advisor.

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.
• Dedicated programs, tools, and resources throughout the career journey.

What This Job Offers

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