Financial Solutions Advisor Registration Candidate Consumer Investments - Missouri Avenue Financial Center

Bank of America • Clearwater, FL

3d • 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; assessing clients’ complex financial pictures; and providing advice and solutions to support their financial goals. After reaching key milestones, you work in a financial center delivering core banking and investment solutions and client care. Training and development are provided throughout the stages of the role.

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 advisory skills and growing relationships within a client portfolio. Successful Stage II advisors may advance into other roles within Bank of America and Merrill, with continued support from the Academy.

The position is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. This role requires registration, a SAFE Act background check, and completion of the registration process; failure to obtain or maintain registration may result in immediate termination.

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 create 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 diploma, or equivalent.

Nice To Haves

• SIE (Securities Industry Essentials).
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.
• Skills in client experience branding, client solutions advisory, investment management, pipeline management, referral management, client management, customer and client focus, portfolio management, prospecting, referral identification, business acumen, executive presence, oral communications, risk management, and trading.

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses (Series 63 and 65 are accepted in lieu of Series 66) within the specified timelines.
• Build and manage client relationships and assess clients’ financial needs and circumstances.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and priorities.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Work in a financial center to deliver core banking, investment solutions, and client care.
• Collaborate with banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Manage time and capacity, execute multiple tasks, and adapt to new technology and applications.
• Register under the SAFE Act and maintain registration in good standing, as required.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
• World-class training and onboarding programs.
• Training and 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