Financial Solutions Advisor Registration Candidate- Hollywood Main Financial Center

Bank of America • Hollywood, FL

4d • Onsite

About The Position

As a Financial Solutions Advisor Stage I (FSA I), the employee begins by obtaining securities industry licenses through dedicated classes and study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams; Series 63 and 65 are accepted in lieu of Series 66. The employee must obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days. After licensing, the employee receives foundational advisor training in acquiring, building, and managing client relationships, understanding clients’ financial circumstances, and offering advice and solutions. After reaching key milestones, the employee works in a financial center delivering core banking, investment solutions, and client care. Successful licensed Stage I advisors typically progress to Financial Solutions Advisor Stage II, with opportunities to advance to other roles at Bank of America and Merrill. The Academy provides programs, tools, and resources throughout the career journey.

The role uses a defined consultative approach to identify client needs and appropriate solutions, provides comprehensive advice and client reviews or presentations, and recommends strategies to support clients’ financial goals and life priorities. The advisor collaborates with banking and investment partners and connects clients with Bank of America and Merrill solutions. The position is subject to SAFE Act registration requirements, including registration with the federal registry system and completion of the required background check and registration process. Failure to obtain or maintain registration may result in termination. Hiring is also subject to restrictions under FDIC, SAFE Act, Loan Originator, and FINRA rules concerning specified criminal histories.

The job is based at the Hollywood Main Financial Center in Hollywood, California. The schedule is Monday through Friday with rotating Saturdays, on the first shift, for 40 hours per week. Pay is $28.85–$33.65 per hour; offers are determined 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.
• 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 create 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 education, or equivalent.
• Ability to meet SAFE Act registration requirements and pass the required background check and registration process.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• Bachelor’s degree.
• At least one year of financial services industry or sales experience.

Responsibilities

• Obtain the required SIE, Series 7, and Series 66 licenses within the specified deadlines; Series 63 and 65 are accepted in lieu of Series 66.
• Acquire, build, and manage client relationships.
• Assess clients’ financial needs and circumstances and recommend appropriate solutions.
• Provide comprehensive financial advice and deliver client reviews and presentations.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Deliver core banking, investment solutions, and client care in a financial center.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Complete and maintain SAFE Act registration and remain in good standing.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Industry-leading benefits and resources and support for employees’ physical, emotional, and financial wellness.

What This Job Offers

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