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

Bank of America • Gainesville, FL

6d • Onsite

About The Position

As a Financial Solutions Advisor Stage I (FSA I), the employee begins by obtaining securities industry licenses through dedicated classes and study time for the SIE, Series 7, and Series 66 exams (Series 63 and 65 are accepted in lieu of Series 66). The role requires obtaining the SIE within 30 days of hire and the Series 7 and Series 66 within 120 days. After licensing, the employee learns foundational advisory skills, including acquiring, building, and managing client relationships; considering clients’ complex financial circumstances; and guiding them with advice and solutions. After reaching key milestones, the employee works in a financial center to deliver Bank of America’s core banking, investment solutions, and client care approach. Successful employees typically progress to Financial Solutions Advisor Stage II and may pursue other roles at Bank of America and Merrill, with Academy programs, tools, and resources supporting development.

The position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system, remain in good standing, and complete the required background check and registration process. Failure to obtain or maintain registration may result in termination.

The position is open across the market, and the specific financial center location will depend on business needs. The employee will train at one financial center and may initially work in a phone-based capacity until a financial center 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.
• 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.
• High school diploma, GED, secondary school credential, or equivalent.
• Must obtain the SIE within 30 days of hire and the Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.

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 within the specified timeframes (Series 63 and 65 are accepted in lieu of Series 66).
• Acquire, build, and manage client relationships.
• Assess clients’ complex financial circumstances, identify their needs, and recommend appropriate advice and solutions.
• Deliver comprehensive advice and conduct client reviews and presentations.
• Recommend strategies that help clients achieve their financial goals and life priorities.
• Help deliver core banking, investment solutions, and client care in a financial center.
• Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Register under the SAFE Act, complete the required background check, and maintain registration in good standing where applicable.

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 and study time for securities industry licensing exams.

What This Job Offers

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