Financial Solutions Advisor Registration Candidate- Bull Run Financial Center

Bank of America • Manassas, VA

12d • 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 reaching key milestones, the advisor works in a financial center to deliver core banking and investment solutions and client care. Successful FSA I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing skills and growing relationships within a client portfolio. The Academy provides programs, tools, and resources throughout the career journey.

The position is subject to SAFE Act registration requirements. The employee 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 termination.

The role is open across the market, and the specific financial center location will be determined based on 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 is identified, to the extent permitted by applicable law. The position is in-office, with role-specific flexibility. It is a 40-hour-per-week first-shift role, Monday through Friday, with some Saturdays required. Compensation is $28.85–$33.65 per hour, based on experience, education, and skill set. Compensation consists of base salary and is not incentive eligible. The role is benefits eligible and includes access to paid time off.

Requirements

• Aptitude for obtaining required industry licenses.
• 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.
• 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.
• Must complete required SAFE Act registration and background check and remain in good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE).
• 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, and risk management.

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66) within the stated deadlines.
• Build and manage client relationships and use a defined consultative approach to identify client needs and appropriate 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.
• Connect clients with Bank of America and Merrill solutions and collaborate with core banking and investment partners.
• Develop a client network that includes banking customers, small business owners, and higher-net-worth clients.
• Complete SAFE Act registration and maintain good standing.
• Attend training and coaching through the Academy and progress through the advisor development stages.

Benefits

• Benefits eligible
• Access to paid time off
• Resources and support for employees

What This Job Offers

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