Financial Solutions Advisor Registration Candidate Consumer Investments - Twin Rivers Financial Center

Bank of America • New Bern, NC

2d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with obtaining securities industry licenses through dedicated classes and study time for the SIE, Series 7, and Series 66 exams (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. At key development milestones, the advisor begins working in a financial center, delivering core banking and investment solutions and Bank of America’s approach to client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio and may pursue further opportunities 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. Employees engaged in residential mortgage loan originations must register with the federal registry, complete the required background check and registration process, and remain in good standing. Failure to obtain or maintain registration may result in immediate termination.

Requirements

• Demonstrated aptitude for obtaining required industry licenses.
• 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.
• 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.
• High school diploma, GED, secondary school, or equivalent.

Nice To Haves

• SIE (Securities Industry Essentials).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

• Cultivate client relationships, assess client needs, and recommend appropriate financial solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to support clients’ financial goals and life priorities.
• Help deliver core banking and investment solutions and provide client care in a financial center.
• Build and deepen relationships with banking customers, small business owners, and higher-net-worth clients.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Use a defined consultative approach to identify client needs and appropriate solutions.

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.

What This Job Offers

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