Financial Solutions Advisor Registration Candidate Consumer Investments - Hillcrest Financial Center

Bank of America • Spartanburg, SC

1d • Onsite

About The Position

As a Financial Solutions Advisor Stage I (FSA I), you begin by obtaining securities industry licenses through dedicated classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, you learn foundational advisory skills, including acquiring, building, and managing client relationships; considering clients’ complex financial circumstances; and guiding them with advice and solutions. At key development milestones, you begin working in a financial center, helping deliver Bank of America’s core banking and investment solutions and its approach to client care.

The position includes structured training, study time, onboarding, and one-on-one coaching from Academy managers. You are expected to 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. After demonstrating success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you continue developing your skills and deepen relationships within a client portfolio. Further advancement opportunities are available within Bank of America and Merrill.

This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Registration and the required background check are required for this position; failure to obtain or maintain registration may result in immediate termination.

The position is based in a financial center and follows an in-office culture. 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.
• 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.
• Complete required SAFE Act registration and background check and maintain registration in good standing.

Nice To Haves

• Securities Industry Essentials (SIE).
• Bachelor’s degree.
• At least one year of financial services industry or sales experience.

Responsibilities

• Obtain required securities industry licenses, including the SIE, Series 7, and Series 66, within the specified timelines.
• Acquire, build, and manage client relationships.
• Use a consultative approach to identify client needs and appropriate solutions.
• Consider clients’ complex financial circumstances and provide advice and solutions to support their financial goals and priorities.
• Deliver client reviews and presentations and recommend strategies.
• Help deliver core banking, investment solutions, and client care in a financial center.
• Connect clients with Bank of America and Merrill banking and investment partners and solutions.
• Grow and deepen relationships within a portfolio of clients as a Financial Solutions Advisor Stage II.
• Register under SAFE Act requirements and maintain good standing.

Benefits

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

What This Job Offers

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