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

Bank of America • Myrtle Beach, SC

20d • Onsite

About The Position

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 develops foundational skills in acquiring, building, and managing client relationships; understanding clients’ financial circumstances; and providing advice and solutions that support their financial goals. The role progresses through training and milestone-based development before the advisor works in a financial center, delivering core banking and investment solutions and client care. Successful licensed Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing skills and deepening relationships with a client portfolio, with potential to advance into other roles at Bank of America and Merrill. The Academy provides programs, tools, and resources throughout the career journey.

The position is subject to SAFE Act registration requirements. The employee must complete the required registration and background-check process and maintain good standing; failure to obtain or maintain registration may result in termination. The role includes structured training and dedicated study time to earn required securities licenses. The SIE must be obtained 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.

The role is based in the market, with the specific financial center location determined by business needs. The employee will train at one financial center and may initially work in a phone-based capacity until another location within reasonable commuting distance is determined, where 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.
• 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, or equivalent.
• Must complete and maintain SAFE Act registration and satisfy the required background-check and registration process.

Nice To Haves

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

Responsibilities

• Acquire, build, and manage client relationships.
• Assess clients’ financial needs and broader financial circumstances, and provide advice and appropriate solutions.
• Use a defined consultative approach to identify client needs and solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and life priorities.
• Deliver Bank of America’s core banking, investment solutions, and approach to client care.
• Build a client network by interacting with banking customers, small business owners, and higher-net-worth clients.
• Connect clients with Bank of America and Merrill solutions to address their financial needs.
• Collaborate with core banking and investment partners.
• Complete required securities licensing and SAFE Act registration requirements.
• Manage time and capacity, handle multiple tasks, and adapt to new technology and applications.

Benefits

• Affordable, competitive, and flexible benefits supporting 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