Financial Solutions Advisor Registration Candidate - 12 MILE-HALSTED, MI

Bank of America • Farmington Hills, MI

20d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain securities industry licenses, including the SIE, Series 7, and Series 66 (or accepted Series 63 and 65 in lieu of Series 66). After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships, understanding clients’ financial situations, and providing advice and solutions. After reaching key milestones, the advisor works in a financial center, delivering core banking and investment solutions and client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio, with opportunities to advance into other roles at Bank of America and Merrill. The Academy provides programs, tools, resources, training, and coaching throughout the career journey.

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

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.
• High school diploma, GED, secondary school, or equivalent.
• 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 meet SAFE Act registration, background-check, and good-standing requirements.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• Bachelor’s degree and/or at least 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, risk management, and trading.

Responsibilities

• 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.
• Build and manage client relationships by using a defined consultative approach to identify client needs and appropriate solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients achieve financial goals and life priorities.
• Work in a financial center and assist banking customers, small business owners, and higher-net-worth clients.
• Connect clients with Bank of America and Merrill banking and investment solutions by collaborating with core banking and investment partners.
• Manage time and capacity, prioritize client interests, and execute multiple tasks in a fast-paced environment.

Benefits

• World-class training and onboarding programs.
• Training and one-on-one coaching from Academy managers.
• Dedicated classes and study time for required securities licensing exams.
• Academy programs, tools, and resources throughout the career journey.

What This Job Offers

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