Financial Solutions Advisor Registration Candidate- 4 Penn Center Financial Center

Bank of America • Philadelphia, PA

2d • 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 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 guiding them with advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking and investment solutions and client care. The Academy provides training, tools, and resources throughout development. Successful licensed FSA I advisors typically progress to Financial Solutions Advisor Stage II, with opportunities to grow and deepen client relationships and advance into 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 and remain in good standing. This role requires registration, a SAFE Act background check, and completion of the registration process; 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.
• 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 background-check requirements.
• Minimum education requirement: High school diploma, GED, secondary school, or equivalent.

Nice To Haves

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

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses (Series 63 and 65 are accepted in lieu of Series 66) within the required timelines.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Build and manage relationships with banking customers, small business owners, and higher-net-worth clients.
• Provide comprehensive advice, deliver client reviews and presentations, and recommend strategies to support clients’ financial goals and priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.

Benefits

• World-class training and onboarding programs.
• Training and one-on-one coaching from Academy managers.
• Dedicated programs, tools, and resources throughout the career journey.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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