Financial Solutions Advisor Registration Candidate Consumer Investments - Nolensville Road Financial Center

Bank of America • Nashville, TN

4d

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with dedicated instruction and study time to obtain the SIE, Series 7, and Series 66 securities licenses (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; understanding clients’ financial situations; and guiding them with advice and solutions. After key milestones, the advisor works in a financial center to deliver core banking and investment solutions and Bank of America’s client-care approach. The role typically progresses to Financial Solutions Advisor Stage II after demonstrated success, with the opportunity to deepen relationships across a client portfolio and pursue other roles within Bank of America and Merrill. The Academy provides programs, tools, and resources throughout the career journey.

The position requires SAFE Act registration, including registration with the federal registry system and completion of a background check and registration process. Failure to obtain or maintain registration may result in termination. The role is open across the market; 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 location within a reasonable commuting distance is identified, as permitted by law.

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.
• A 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 education, or equivalent.
• 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.
• Ability to complete and maintain SAFE Act registration.

Nice To Haves

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

Responsibilities

• 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.
• Build, cultivate, and manage client relationships and assess client needs.
• Use a consultative approach to identify client needs and recommend appropriate solutions.
• Provide comprehensive advice and deliver client reviews and presentations.
• Recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Work with banking customers, small business owners, and higher-net-worth clients.
• Complete required 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.
• Training and one-on-one coaching from Academy managers.
• Structured licensing lessons and dedicated study time.
• Career-development programs, tools, and resources.

What This Job Offers

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