Financial Solutions Advisor Registration Candidate Consumer Investments - Northwoods Financial Center

Bank of America • North Charleston, SC

4d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain securities industry licenses, followed by foundational advisor training in acquiring, building, and managing client relationships. The advisor learns to consider clients’ complex financial pictures and guide them with advice and solutions that support their financial lives. After reaching key milestones, the advisor works in a financial center to deliver core banking, investment solutions, and client care. Successful licensed Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio, with potential to advance to other roles at Bank of America and Merrill. The Academy provides programs, tools, and resources throughout the career journey.

This 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 SAFE Act registration, a background check, and completion of the registration process; failure to obtain or maintain registration may result in termination.

The position is open across the entire market. The specific financial center location will be determined based on business needs. If offered the position, the employee will train at one financial center and may initially work in a phone-based capacity until another 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, on first shift, at 40 hours per week.

Requirements

• Aptitude for obtaining required industry licenses.
• 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.
• 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 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 qualification, or equivalent.
• Must register under the SAFE Act, complete the required background check and registration process, and remain in good standing.

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 solutions using a defined consultative approach.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients achieve financial goals and life priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions to address their financial needs.
• Collaborate with core banking and investment partners.
• Work with banking customers, small business owners, and higher-net-worth clients in a financial center.
• Complete required securities licensing and SAFE Act registration requirements.
• Progress through training and role milestones, with the opportunity to move into Financial Solutions Advisor Stage II and other roles.

What This Job Offers

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