Financial Solutions Advisor Registration Candidate - FERN RIDGE PARKWAY, MO

Bank of America • Saint Louis, LA

21d • Onsite

About The Position

Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) candidate. The role begins with dedicated training to obtain the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Series 63 and 65 are accepted in lieu of Series 66. The employee learns foundational advisory skills, including acquiring, building, and managing client relationships, understanding clients’ complex financial situations, and providing advice and solutions. After reaching key milestones, the employee works in a financial center to deliver core banking services, investment solutions, and client care. Successful licensed Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio and may pursue other roles at Bank of America and Merrill.

The position is subject to SAFE Act registration requirements. The employee must register with the federal registry system, complete the required background check and registration process, and maintain good standing. Failure to obtain or maintain registration may result in termination.

The role includes world-class training and onboarding, one-on-one coaching from Academy managers, structured license lessons and dedicated study time, and collaboration with banking and investment partners. The schedule is Monday through Friday, with some Saturdays required, on first shift, for 40 hours per week. Bank of America describes an in-office culture with role-specific attendance requirements and some flexibility.

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 remain in good standing.

Nice To Haves

• Currently holds FINRA 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 (or accepted Series 63 and 65 in lieu of Series 66).
• Cultivate, build, and manage client relationships; assess client needs and recommend appropriate solutions.
• Use a defined consultative approach to identify client needs and suitable financial solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and priorities.
• Work in a financial center to deliver core banking, investment solutions, and client care.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Manage time and capacity, execute multiple tasks, and adapt to new technology and applications.
• Complete SAFE Act registration, background check, and ongoing registration requirements.

Benefits

• World-class training and onboarding programs.
• One-on-one coaching from Academy managers.
• Structured license lessons and dedicated study time.
• 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