Financial Solutions Advisor Registration Candidate - Southern NJ Market

Bank of America • Margate City, NJ

16h • $29 - $34 • 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 time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships, understanding clients’ financial situations, and providing advice and solutions. After completing key milestones, the advisor works in a financial center to deliver core banking, investment solutions, and client care. Training, coaching, programs, tools, and resources support development. Successful FSA I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio, with opportunities to advance to other roles within Bank of America and Merrill.

The position is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system, complete the required background check and registration process, and remain in good standing. Failure to obtain or maintain registration may result in immediate termination.

The position is open across the Southern NJ market, and the financial center location will be determined by business needs. The employee will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance of home is determined, to the extent permitted by applicable law. The schedule is Monday through Friday, with rotating Saturdays required, on the first shift, for 40 hours per week. The role is compensated with a base salary and is not incentive eligible. The stated hourly pay range is $28.85–$33.65, with offers determined by experience, education, and skill set.

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 client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• 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.
• Must complete and maintain required SAFE Act registration and remain in good standing.
• Availability for Monday-through-Friday work with rotating Saturdays required.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Skills in Client Experience Branding, Client Solutions Advisory, Investment Management, Pipeline Management, Referral Management, Client Management, Customer and Client Focus, Portfolio Management, Prospecting, Referral Identification, Business Acumen, Executive Presence, Oral Communications, and Risk Management.

Responsibilities

• Acquire, build, and manage client relationships.
• Use a consultative approach to identify client needs and appropriate solutions.
• Consider clients’ financial circumstances and provide advice and solutions to help them achieve financial goals and life priorities.
• Deliver comprehensive advice and conduct client reviews and presentations.
• Recommend strategies aligned with clients’ financial goals and priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions, collaborating with core banking and investment partners.
• Develop and deepen relationships within a portfolio of clients as the role progresses.
• Complete required securities licensing and SAFE Act registration requirements.

Benefits

• Benefits eligible, with access to paid time off.
• Industry-leading benefits, resources, and employee support.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed