Financial Solutions Advisor Registration Candidate - Western MA

Bank of America • Ashland, MA

78d

About The Position

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. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships.
• Strong communication and collaboration skills.
• Results-driven mindset in a fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

Nice To Haves

• Bachelor's degree.
• 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.
• Deliver client reviews and presentations.
• Collaborate with banking and investment partners.
• Identify client needs and recommend appropriate solutions.
• Participate in training and coaching programs.

Benefits

• World-class training and onboarding programs.
• One-on-one coaching from Academy managers.
• Opportunities to grow business knowledge.
• Networking opportunities with banking customers and clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED