Financial Solutions Advisor Registration Candidate- 4 Penn Center Financial Center

Bank of America • Philadelphia, PA

3d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with obtaining securities industry licenses through dedicated classes and study time for the SIE, Series 7, and Series 66 exams (Series 63 and 65 are accepted in lieu of Series 66). After licensing, the employee learns foundational advisory skills, including acquiring, building, and managing client relationships; understanding clients’ complex financial circumstances; and guiding them with advice and solutions. After reaching key milestones, the advisor works in a financial center to provide core banking and investment solutions and client care. The position includes training, coaching, development programs, tools, and resources through the Bank of America Academy. Successful FSA I employees typically progress to Financial Solutions Advisor Stage II and may later advance into other roles at Bank of America and Merrill.

The role is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations 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 SIE must be obtained within 30 days of hire, and the Series 7 and Series 66 within 120 days.

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 education, 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 requirements, including the required background check and maintaining good standing.

Nice To Haves

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

Responsibilities

• Obtain the required SIE, Series 7, and Series 66 licenses within the stated deadlines; Series 63 and 65 are accepted in lieu of Series 66.
• Acquire, build, and manage client relationships.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Consider clients’ financial circumstances and provide advice and solutions to support their financial goals and priorities.
• Deliver comprehensive advice and conduct client reviews and presentations.
• Recommend strategies to help clients achieve their 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 maintain registration in good standing.

Benefits

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

What This Job Offers

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