Financial Solutions Advisor Registration Candidate Consumer Investments - Ponce de Leon Financial Center

Bank of America • Atlanta, GA

19d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) role begins with dedicated, personalized training to obtain securities industry licenses. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships, understanding clients’ financial circumstances, and providing advice and solutions. After reaching key milestones, the advisor works in a financial center delivering core banking and investment solutions and client care. Successful licensed FSA I employees typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio, with opportunities 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 register with the federal registry system and complete the required background check and registration process; failure to obtain or maintain registration may result in termination. Required licenses include the SIE within 30 days of hire and Series 7 and Series 66 within 120 days (Series 63 and 65 accepted in lieu of Series 66). The schedule is Monday through Friday with rotating Saturdays, first shift, 40 hours per week.

Requirements

• Aptitude for obtaining required industry licenses.
• Must 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 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.
• Must complete SAFE Act registration and the required background check and remain in good standing.

Nice To Haves

• SIE (Securities Industry Essentials).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Skills in client experience, branding, client solutions, advisory, investment management, pipeline management, referral management, client management, customer and client focus, portfolio management, prospecting, referral identification, business acumen, executive presence, oral communications, risk management, and trading.

Responsibilities

• Obtain the required securities industry licenses through structured lessons and dedicated study time.
• Acquire, build, and manage client relationships and identify client needs and appropriate solutions.
• Provide comprehensive advice, deliver client reviews and presentations, and recommend strategies to help clients achieve financial goals and life priorities.
• Work in a financial center to deliver core banking and investment solutions and client care.
• Connect clients with Bank of America and Merrill solutions and collaborate with core banking and investment partners.
• Build and deepen relationships with clients, including banking customers, small business owners, and higher-net-worth clients.
• Manage time and capacity, execute multiple tasks, and adapt to new technology and applications.
• Complete SAFE Act registration and maintain good standing.

Benefits

• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
• World-class training and onboarding programs.
• 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