Financial Solutions Advisor Registration Candidate Consumer Investments - Fishhawk Financial Center

Bank of America • Lithia, VA

12d

About The Position

The 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; Series 63 and 65 are accepted in lieu of Series 66. The advisor then learns foundational skills for acquiring, building, and managing client relationships, assessing clients’ complex financial pictures, and guiding them with advice and solutions. Once key milestones are met, the advisor works in a financial center to deliver core banking, investment solutions, and client care. The role includes structured training, coaching, and development through Bank of America’s Academy. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio, with opportunities to advance to 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 position is open across the market, and the specific 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 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, for 40 hours per week.

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.
• Must obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and Series 65 are accepted in lieu of Series 66.
• Minimum education requirement: 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

• Acquire, build, and manage client relationships.
• Assess clients’ financial pictures and guide them with advice and solutions to help achieve financial goals and life priorities.
• Deliver Bank of America’s core banking, investment solutions, and approach to client care.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Provide comprehensive advice and conduct client reviews and presentations.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Obtain and maintain required securities industry licenses and SAFE Act registration, as applicable.

Benefits

• 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