Financial Solutions Advisor Registration Candidate Consumer Investments - Greenville, NC

Bank of America • Greenville, SC

1d • Onsite

About The Position

At Bank of America, a Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated classes and study time 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, assessing clients’ complex financial pictures, and providing advice and solutions. After reaching key milestones, the advisor works in a financial center, helping deliver core banking and investment solutions and client care. Training, tools, and resources are provided throughout the development process. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing skills and growing relationships within a client portfolio, with opportunities to advance into other roles at Bank of America and Merrill.

The position is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations 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 based in an in-office culture, with expectations determined by role-specific responsibilities and business needs. The schedule is Monday through Friday with rotating Saturdays, first shift, at 40 hours per week. The requisition lists multiple locations, but an immediate opening is not available at every location.

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 credential, 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.

Nice To Haves

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

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses, or Series 63 and 65 in lieu of Series 66, within the stated deadlines.
• Cultivate client relationships, identify client needs, and recommend appropriate financial solutions using a consultative approach.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and priorities.
• Help deliver Bank of America’s core banking, investment solutions, and client care in a financial center.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Manage and deepen relationships within a client portfolio after progressing to the Stage II role.
• Complete SAFE Act registration, background check, and ongoing registration requirements.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
• World-class training and onboarding programs.
• One-on-one coaching from Academy managers.
• Dedicated programs, tools, and resources throughout the career journey.

What This Job Offers

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