Financial Solutions Advisor Registration Candidate - Clark and Barry Financial Center
About The Position
At Bank of America, the Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain securities industry licenses. After licensing, the advisor develops foundational skills in acquiring, building, and managing client relationships; understanding clients’ complex financial situations; and providing advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking and investment solutions and client care. Successful licensed Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio. Stage II advisors may have opportunities to advance into other roles at Bank of America and Merrill, with ongoing programs, tools, and resources from the Academy. The role requires SAFE Act registration, including the required background check and registration process. Employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing; failure to obtain or maintain registration may result in termination. The position is based at the Clark & Barry Financial Center in Chicago, Illinois. The schedule is Monday through Friday, with some Saturdays required, and the role is a first-shift position working 40 hours per week. Compensation is $28.85–$33.65 per hour, based on experience, education, and skill set. Compensation is base salary and is not incentive eligible. The role is benefits eligible.
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.
- Ability to 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 complete required SAFE Act registration and background check and maintain registration in good standing.
Nice To Haves
- Currently holds the FINRA Securities Industry Essentials (SIE) credential.
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Responsibilities
- Obtain the SIE, Series 7, and Series 66 licenses (Series 63 and 65 are accepted in lieu of Series 66) within the stated deadlines: SIE within 30 days of hire and Series 7 and 66 within 120 days.
- Use a defined consultative approach to identify client needs and appropriate solutions.
- Build and manage client relationships and understand clients’ financial situations, goals, and priorities.
- Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients achieve financial goals and life priorities.
- Deliver Bank of America’s core banking, investment solutions, and approach to client care in a financial center.
- Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
- After progressing to Stage II, grow and deepen relationships within a portfolio of clients.
- Register under the SAFE Act and maintain good standing as required.
- Work Monday through Friday, with some Saturdays required.
Benefits
- Benefits eligibility.
- Access to paid time off.
- Training and onboarding programs.
- One-on-one coaching from Academy managers.
- Dedicated programs, tools, and resources throughout the career journey.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
