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

Bank of America • Clearwater, FL

1d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated classes and study support for the SIE, Series 7, and Series 66 exams. After becoming licensed, the advisor learns foundational skills for acquiring, building, and managing client relationships; assessing clients’ financial circumstances; and offering advice and solutions that support their financial goals. After reaching key milestones, the advisor works in a financial center to deliver core banking and investment solutions and provide client care. Successful licensed Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they develop and deepen relationships within a client portfolio. Further advancement opportunities are available within Bank of America and Merrill, with career support from the Academy.

The role is subject to SAFE Act registration requirements. The employee must register with the federal registry system, complete the required background check and registration process, and maintain good standing. Failure to obtain or maintain registration may result in immediate termination. The position includes structured training, onboarding, one-on-one coaching, and dedicated study time. The advisor uses a consultative approach to identify client needs, provides comprehensive advice and client reviews or presentations, recommends strategies, and collaborates with banking and investment partners to connect clients with Bank of America and Merrill solutions.

Requirements

• 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.
• High school diploma, GED, secondary school qualification, or equivalent.

Nice To Haves

• SIE (Securities Industry Essentials).
• Bachelor’s degree.
• A minimum of one year of financial services industry or sales experience.

Responsibilities

• Build and manage client relationships and assess clients’ needs and financial circumstances.
• Recommend advice, strategies, and solutions to help clients achieve financial goals and life priorities.
• Deliver client reviews and presentations with confidence.
• Work in a financial center to provide core banking and investment solutions and client care.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Build a client network among banking customers, small business owners, and higher-net-worth clients.
• Obtain and maintain required securities industry licenses and SAFE Act registration.
• Manage time and capacity, handle multiple tasks, and adapt to new technology and applications.

Benefits

• World-class training and onboarding programs.
• One-on-one coaching from Academy managers.
• Dedicated classes, study time, tools, and resources for securities licensing and career development.
• 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