Financial Solutions Advisor Registration Candidate Consumer Investments - Roswell Wieuca Financial Center

Bank of America • Atlanta, GA

4d • Onsite

About The Position

As a Financial Solutions Advisor Stage I (FSA I), the candidate 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). After licensing, the candidate learns foundational advisory skills, including acquiring, building, and managing client relationships; understanding clients’ financial circumstances; and guiding them with advice and solutions. After reaching key milestones, the candidate works in a financial center to deliver core banking, investment solutions, and client care. The role typically progresses to Financial Solutions Advisor Stage II after demonstrated success, with continued development of client relationships and opportunities to advance within Bank of America and Merrill. The Academy provides programs, tools, and resources throughout the career journey.

The position is subject to SAFE Act registration requirements, including federal registry registration, a background check, and maintaining good standing. Failure to obtain or maintain registration may result in termination. The role includes training and onboarding, coaching from Academy managers, a consultative approach to identifying client needs, networking with banking customers and business owners, providing comprehensive advice and client reviews, recommending financial strategies, and collaborating with banking and investment partners. The position is open across the entire market; the specific financial center location depends on business needs. The candidate initially trains at one financial center and may then work in a phone-based capacity until another center within a reasonable commuting distance is determined, as permitted by law.

Requirements

• Aptitude for obtaining the 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, 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.
• Ability to satisfy SAFE Act registration requirements, including the required background check and registration process.

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 securities licenses (or Series 63 and 65 in lieu of Series 66) within the stated deadlines.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Acquire, build, and manage client relationships.
• Consider clients’ financial circumstances and provide advice and solutions to help them meet financial goals and life priorities.
• Deliver client reviews and presentations and recommend strategies.
• Connect clients with Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Manage time and workload in a self-disciplined manner, handle multiple tasks, and adapt to new technology and applications.
• Register under the SAFE Act, complete the required background check and registration process, and maintain good standing.

Benefits

• Affordable, competitive, and flexible benefits.
• Support for teammates’ physical, emotional, and financial wellness.
• World-class training and onboarding programs.
• Dedicated classes and study time for securities licensing.
• One-on-one coaching from Academy managers.
• Career development programs, tools, and resources.

What This Job Offers

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