Financial Solutions Advisor Registration Candidate - Elk Grove Village, IL

Bank of America • Elk Grove Village, IL

5d • $29 - $34 • Onsite

About The Position

Bank of America’s Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain securities industry licenses: the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Candidates must obtain the SIE within 30 days of hire and the Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66. The role then develops foundational advising skills, including building and managing client relationships, assessing clients’ financial circumstances, and recommending advice and solutions. After reaching key development milestones, the advisor begins working in a financial center to deliver core banking and investment solutions and client care.

The role is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing; this position requires registration, a background check, and completion of the registration process. Failure to obtain or maintain registration may result in termination.

Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing skills and growing relationships within a client portfolio. Further advancement opportunities are available within Bank of America and Merrill, with ongoing programs, tools, and resources from The Academy. The position is in-office, based in Elk Grove Village, Illinois, and follows a Monday–Friday schedule with rotating Saturdays, 40 hours per week. Compensation is a base salary of $28.85–$33.65 per hour, determined based on experience, education, and skill set; the role is not incentive eligible. The role is currently 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 create 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.
• High school diploma, GED, secondary school qualification, or equivalent.
• Obtain the SIE within 30 days of hire and the Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
• Meet SAFE Act registration requirements, including the required background check and maintaining registration in good standing.

Nice To Haves

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

Responsibilities

• Obtain the required SIE, Series 7, and Series 66 licenses within the stated timeframes (Series 63 and 65 are accepted in lieu of Series 66).
• Acquire, build, and manage client relationships.
• Assess client needs and complex financial circumstances and recommend appropriate advice and solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and priorities.
• Help deliver Bank of America’s core banking, investment solutions, and client care in a financial center.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Register under the SAFE Act, complete the required background check and registration process, and maintain registration in good standing.

Benefits

• Paid time off.
• Access to employee resources and support.
• Industry-leading benefits; the role is currently benefits eligible.

What This Job Offers

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