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

Bank of America • Sarasota, FL

6d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) role begins with dedicated, personalized instruction to prepare for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After obtaining the required licenses, the advisor receives training in foundational advisory skills, including acquiring, building, and managing client relationships; considering clients’ complex financial pictures; and guiding clients with advice and solutions.

After reaching key milestones, the advisor works in a financial center to help deliver Bank of America’s core banking and investment solutions and its approach to client care. The role provides a development path: successful licensed FSA I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio. Further advancement opportunities are available within Bank of America and Merrill, with career support from the Academy’s programs, tools, and resources.

The 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. The role requires registration and a SAFE Act background check; 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. Training takes place at one financial center, and the role may initially be phone-based until another financial center location within a reasonable commuting distance is determined, as permitted by applicable 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.
• 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.
• 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.
• High school diploma, GED, secondary school, or equivalent.

Nice To Haves

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

Responsibilities

• Build and manage client relationships, identify client needs, and recommend appropriate financial solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and life priorities.
• Help deliver Bank of America’s core banking, investment solutions, and client-care approach in a financial center.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Develop a client portfolio and, upon progression to Financial Solutions Advisor Stage II, grow and deepen client relationships.
• Obtain and maintain required securities industry licenses and SAFE Act registration.

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 classes, structured lessons, and study time for securities licensing exams.
• Career development programs, tools, and resources through the Academy.

What This Job Offers

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