About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Requirements

  • Aptitude in obtaining required industry licenses.
  • Self-disciplined in managing time and capacity.
  • Experience in cultivating client relationships.
  • Ability to create strong peer relationships through effective communication.
  • Demonstrates a results-driven mindset.
  • Ability to execute multiple tasks simultaneously.
  • Learns and adapts to new technology or applications.

Nice To Haves

  • Bilingual Mandarin strongly desired.
  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

  • Obtain Securities Industry licenses including SIE, Series 7, and Series 66.
  • Build and manage client relationships.
  • Provide comprehensive financial advice and solutions.
  • Collaborate with core banking and investment partners.
  • Deliver client reviews and presentations.
  • Identify client needs and recommend appropriate solutions.

Benefits

  • Industry-leading benefits.
  • Access to paid time off.
  • Resources and support for employees.
  • Commitment to help employees through workforce transitions.
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