Financial Solutions Advisor Registration Candidate Consumer Investments - West Martin Town Road Financial Center

Bank of America • North Augusta, SC

19d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with obtaining securities industry licenses through dedicated classes for the SIE, Series 7, and Series 66 exams (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; assessing clients’ complex financial pictures; and providing advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking, investment solutions, and client care. Successful licensed FSA I employees 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, and resources 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 immediate termination.

The role is open across the market. The financial center location will be determined by business needs. The employee will train at one financial center and may initially work in a phone-based capacity until a financial center location within a reasonable commuting distance is determined, to the extent permitted by applicable law. The schedule is Monday through Friday with rotating Saturdays, 40 hours per week, on first shift.

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.
• 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

• Obtain the required SIE, Series 7, and Series 66 licenses, or Series 63 and 65 in lieu of Series 66, within the stated deadlines.
• Acquire, build, and manage client relationships.
• Assess client needs and financial circumstances and provide advice and appropriate solutions.
• Deliver client reviews and presentations and recommend strategies to support clients’ financial goals and priorities.
• Use a defined consultative approach to identify client needs and suitable solutions.
• Connect clients with banking and investment solutions from Bank of America and Merrill.
• Collaborate with core banking and investment partners.
• Complete SAFE Act registration and maintain registration in good standing.

Benefits

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

What This Job Offers

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