Financial Solutions Advisor Registration Candidate Consumer Investments - Roswell Wieuca Financial Center

Bank of America • Atlanta, GA

6d • 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, understanding clients’ financial situations, and guiding them toward advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking, investment solutions, and client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing their skills and growing relationships with a portfolio of clients. The Academy provides programs, tools, and resources for career development, with opportunities to advance within Bank of America and Merrill.

The role is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan origination 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.

The position is open across the market, and the specific Financial Center location will depend on business needs. The employee will train at one financial center and may initially work in a phone-based capacity until another financial center location within a reasonable commuting distance is determined, to the extent permitted by applicable law. The schedule is Monday through Friday with rotating Saturdays, on first shift, for 40 hours per week.

Requirements

• Aptitude for obtaining required industry licenses.
• 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.
• Ability to meet the securities license deadlines specified for the role.
• Ability to complete and maintain required SAFE Act registration.

Nice To Haves

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

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66) within the required timeframes: SIE within 30 days of hire and Series 7 and 66 within 120 days.
• Build and manage client relationships, identify client needs through a consultative approach, and recommend appropriate solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients achieve their financial goals and life priorities.
• Deliver Bank of America’s core banking, investment solutions, and approach to client care in a financial center.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Register under the SAFE Act, complete the required background check and registration process, and maintain good standing.

Benefits

• Dedicated and personalized securities licensing classes and study time.
• World-class training and onboarding programs.
• One-on-one coaching from Academy managers.
• Career development programs, tools, and resources through the Academy.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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