Financial Solutions Advisor Registration Candidate- Dumfries-Triangle Market

Bank of America • Dumfries, VA

23h • $29 - $34 • Onsite

About The Position

At Bank of America, Financial Solutions Advisor Stage I (FSA I) candidates begin by obtaining securities industry licenses through dedicated classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After becoming licensed, candidates learn foundational advisory skills, including acquiring, building, and managing client relationships; understanding clients’ complex financial situations; and guiding them with advice and solutions. After achieving key development milestones, they begin working in a financial center to deliver core banking services, investment solutions, and client care. The Academy provides training, coaching, tools, and resources throughout this development journey.

Successful FSA I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing skills and deepening relationships within a client portfolio. Further advancement opportunities are available across Bank of America and Merrill.

The position is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan origination 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 role is open across the Dumfries-Triangle market. The specific financial center 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 another center within a reasonable commuting distance is determined, as permitted by law. The schedule is Monday through Friday with rotating Saturdays, first shift, 40 hours per week. Pay is $28.85–$33.65 per hour, with offers based on experience, education, and skill set. Compensation is a base salary and is not incentive eligible. The position is 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 develop 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 credential, 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.

Nice To Haves

• Securities Industry Essentials (SIE).
• 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 securities licenses (Series 63 and 65 are accepted in lieu of Series 66).
• Build and manage client relationships and assess clients’ financial needs.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Provide comprehensive advice and conduct client reviews and presentations.
• Recommend strategies to help clients achieve financial goals and life priorities.
• Connect clients with banking and investment solutions through Bank of America and Merrill.
• Collaborate with core banking and investment partners.
• Register under the SAFE Act, complete the required background check and registration process, and maintain good standing.

Benefits

• Benefits eligibility.
• Paid time off.
• Affordable, competitive, and flexible benefits.
• Resources and support for employees’ physical, emotional, and financial wellness.
• Training, onboarding, one-on-one coaching, and career development resources.

What This Job Offers

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