Financial Solutions Advisor Registration Candidate Consumer Investments - University Avenue Financial Center

Bank of America • Gainesville, FL

4d • 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’ financial circumstances; and providing advice and solutions. The role then moves into work at a financial center, delivering core banking and investment solutions and client care. The Academy provides development programs, tools, and resources, with coaching and training throughout the career journey. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, with opportunities to advance into other roles at Bank of America and Merrill.

The role uses a defined consultative approach to identify client needs and appropriate solutions. Advisors build a business network by interacting with banking customers, small business owners, and higher-net-worth clients; provide comprehensive advice and client reviews or presentations; recommend strategies aligned with clients’ financial goals and priorities; and collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.

This position is subject to SAFE Act registration requirements. The employee 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 SIE must be obtained 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.

The position is open across the market, and the specific financial center location will be based on 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 law. The schedule is Monday through Friday with rotating Saturdays, on first shift, for 40 hours per week. Bank of America describes an in-office culture with role-specific flexibility based on responsibilities and business needs.

Requirements

• Aptitude for obtaining the 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.
• Register under the SAFE Act, complete the required background check and registration process, and remain in good standing.
• 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.

Nice To Haves

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

Responsibilities

• Cultivate, build, and manage client relationships.
• Use a consultative approach to identify client needs and recommend appropriate solutions.
• Consider clients’ financial circumstances and provide advice and solutions aligned with their goals and life priorities.
• Deliver client reviews and presentations confidently and recommend strategies to help clients achieve financial goals.
• Interact with banking customers, small business owners, and higher-net-worth clients to build a business network.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Obtain and maintain required securities industry licenses and SAFE Act registration.
• Complete required training and development milestones through the Academy.

Benefits

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