Financial Solutions Advisor Registration Candidate- Northern VA Market
About The Position
The Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated instruction and study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams; Series 63 and 65 are accepted in place of Series 66. The SIE must be obtained within 30 days of hire, and the Series 7 and Series 66 within 120 days. After licensing, the advisor develops foundational skills in 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. The role includes training, onboarding, coaching, and ongoing development through Bank of America’s Academy. Successful FSA I employees typically progress to Financial Solutions Advisor Stage II, with opportunities to advance into other roles at 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 SAFE Act registration, a background check, and completion of the registration process. Failure to obtain or maintain registration may result in termination. The role is open across the Northern Virginia market. The specific financial center will be determined by business needs. Training will take place at one financial center; the role may initially be phone-based until another financial center within reasonable commuting distance is determined, to the extent permitted by law. The schedule is Monday through Friday with rotating Saturdays, on first shift, 40 hours per week. The position is based in a financial-center environment and may include phone-based work during the transition to a permanent center location.
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 approach 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, 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.
- Register under the SAFE Act and complete the required background check and registration process.
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 licenses within the specified deadlines; Series 63 and 65 are accepted in lieu of Series 66.
- Acquire, build, and manage client relationships.
- Understand clients’ financial circumstances and provide advice and solutions to support their financial goals and priorities.
- Deliver comprehensive advice, client reviews, and presentations, and recommend appropriate strategies.
- Help deliver core banking, investment solutions, and client care in a financial center.
- Use a defined consultative approach to identify client needs and appropriate solutions.
- Connect clients with Bank of America and Merrill banking and investment partners and solutions.
- Comply with SAFE Act registration and background-check requirements and maintain registration in good standing.
- Collaborate with peers and partners while managing multiple tasks in a fast-paced environment.
Benefits
- Industry-leading benefits; the role is benefits eligible.
- Paid time off.
- Resources and support for employees.
- Base salary; the role is not incentive eligible.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
