Financial Solutions Advisor Registration Candidate- Johnston -Willis Financial Center

Bank of America • Richmond, VA

10d • Onsite

About The Position

At Bank of America, Financial Solutions Advisor Stage I candidates begin by obtaining securities industry licenses through dedicated classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, candidates learn foundational advisory skills, including acquiring, building, and managing client relationships; understanding clients’ financial situations; and providing advice and solutions. After completing key milestones, they work in a financial center delivering core banking, investment solutions, and client care. Successful licensed Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they develop and deepen relationships within a client portfolio and may pursue other roles at Bank of America and Merrill. The Academy provides programs, tools, and resources throughout the career journey.

The position is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry and remain in good standing. This position 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 based in the Richmond, Virginia market. The specific financial center will depend on business needs. New hires 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 role is scheduled Monday through Friday, with some Saturdays required, and is a 40-hour-per-week, first-shift position. Compensation is a base salary of $28.85–$33.65 per hour, determined by experience, education, and skills; the role is not incentive eligible and is benefits eligible.

Requirements

• Aptitude for obtaining required industry licenses.
• 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.
• Register under the SAFE Act, complete the required background check and registration process, and maintain registration in good standing.
• Available for a Monday-through-Friday schedule with some Saturdays required.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• Bachelor’s degree and/or a minimum of 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

• Complete structured preparation and obtain the SIE, Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66).
• Use a defined consultative approach to identify client needs and recommend appropriate solutions.
• Build and manage client relationships, understand clients’ financial circumstances, and provide advice and solutions aligned with their goals and priorities.
• Deliver end-to-end advice, client reviews, and presentations, and recommend strategies to help clients achieve financial goals and life priorities.
• Help deliver Bank of America’s core banking, investment solutions, and approach to client care in a financial center.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Complete required SAFE Act registration and maintain good standing.
• Develop and deepen relationships within a portfolio of clients after progression to Financial Solutions Advisor Stage II.

Benefits

• Benefits eligible.
• Paid time off.
• Training and onboarding programs.
• One-on-one coaching from Academy managers.
• Dedicated programs, tools, and resources throughout the career journey.

What This Job Offers

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