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

Bank of America • Sarasota, FL

4d • 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’ complex financial pictures; and providing advice and solutions to support their financial lives. After reaching key milestones, the advisor works in a financial center to deliver core banking and investment solutions and Bank of America’s approach to client care. Successful licensed FSAs 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, resources, training, and coaching throughout the career journey.

The position is subject to SAFE Act registration requirements. The employee must register with the federal registry system, complete the required background check and registration process, and remain in good standing. Failure to obtain or maintain registration may result in termination. The role is scheduled Monday through Friday with rotating Saturdays, on first shift, for 40 hours per week. Training takes place at a financial center; the employee may initially work in a phone-based capacity until another financial center location within a reasonable commuting distance is determined, as permitted by law. Specific financial center placement is based on business needs.

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 Series 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 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 credential, or equivalent.
• Must complete and maintain SAFE Act registration and satisfy its background-check and registration requirements.

Nice To Haves

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

Responsibilities

• Acquire, build, and manage client relationships.
• Assess clients’ financial needs and complex financial circumstances and recommend appropriate solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and life priorities.
• Deliver Bank of America core banking and investment solutions and client care in a financial center.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Build a business network among banking customers, small business owners, and higher-net-worth clients.
• Connect clients with Bank of America and Merrill solutions to meet their financial needs.
• Collaborate with core banking and investment partners.
• Obtain and maintain required securities industry licenses and SAFE Act registration.
• Manage time and capacity, perform multiple tasks, and adapt to new technologies and applications.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
• World-class training and onboarding programs.
• Dedicated training and one-on-one coaching from Academy managers.
• Structured lessons and dedicated study time for securities licensing.

What This Job Offers

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