Financial Solutions Advisor Registration Candidate Consumer Investments - West Charlotte Market (Bilingual Spanish Required)

Bank of America • Charlotte, NC

28d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) role begins with obtaining securities industry licenses through dedicated classes 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, understanding clients’ financial situations, and guiding them with advice and solutions. At key development milestones, the advisor begins working in a financial center to deliver core banking and 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. The Academy provides programs, tools, and resources throughout the career journey.

The role requires SAFE Act registration, including the required background check and registration process. Employees engaged in residential mortgage loan origination must register with the federal registry system and remain in good standing; failure to obtain or maintain registration may result in termination. The role is based in a financial center and includes a 40-hour workweek, Monday through Friday, with rotating Saturdays. This requisition lists multiple locations, though not every location has an immediate opening. Bilingual Spanish is required.

Requirements

• Bilingual Spanish is required.
• High school diploma, GED, secondary school education, or equivalent.
• Aptitude for obtaining required industry licenses.
• Must 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.
• 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.
• Ability to satisfy SAFE Act registration and background-check requirements.

Nice To Haves

• SIE (Securities Industry Essentials).
• 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 within the required timeframes; Series 63 and 65 are accepted in lieu of Series 66.
• Use a consultative approach to identify clients’ needs and appropriate solutions.
• Build, acquire, and manage client relationships, including with banking customers, small business owners, and higher-net-worth clients.
• Provide comprehensive advice, deliver client reviews and presentations, and recommend strategies aligned with clients’ financial goals and priorities.
• Connect clients to Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Manage time and capacity, execute multiple tasks, and adapt to new technology and applications.
• Complete SAFE Act registration and maintain good standing as required.
• Progress toward the Financial Solutions Advisor Stage II role by growing and deepening relationships within a client portfolio.

Benefits

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

What This Job Offers

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