Financial Solutions Advisor Registration Candidate - 12 MILE-HALSTED, MI

Bank of America • Farmington Hills, MI

21d • Onsite

About The Position

As a Financial Solutions Advisor Stage I (FSA I), you begin by obtaining securities industry licenses through dedicated classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, you learn foundational advisor skills, including acquiring, building, and managing client relationships; considering clients’ financial situations; and guiding them with advice and solutions. After reaching key milestones, you work in a financial center helping deliver Bank of America’s core banking and investment solutions and client care. The company provides development support, training, tools, and resources throughout the role and career journey.

Successful licensed Financial Solutions Advisor Stage I employees typically progress to Financial Solutions Advisor Stage II, where they continue developing their skills and growing relationships within a client portfolio. Stage II employees may have opportunities to advance into other roles at Bank of America and Merrill.

The role is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system, remain in good standing, and complete the required background check and registration process. Failure to obtain or maintain registration may result in termination. The role is based in an office, with role-specific flexibility. The schedule is Monday through Friday with rotating Saturdays, on first shift, for 40 hours per week.

Requirements

• Aptitude for obtaining required industry licenses; the SIE must be obtained 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 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 education, or equivalent.
• Ability to meet SAFE Act registration and background check requirements.

Nice To Haves

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

Responsibilities

• Build, cultivate, and manage client relationships.
• Assess client needs and recommend appropriate solutions using a defined consultative approach.
• Consider clients’ complex financial situations and provide advice and solutions aligned with their financial goals and life priorities.
• Deliver client reviews and presentations and recommend strategies.
• Work in a financial center to deliver core banking, investment solutions, and client care.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Manage multiple tasks while prioritizing clients’ interests.
• Obtain and maintain required securities industry licenses and SAFE Act registration.

Benefits

• World-class training and onboarding programs.
• Training and one-on-one coaching from Academy managers.
• Dedicated study time and structured lessons for securities licensing exams.
• Dedicated development programs, tools, and resources throughout the career journey.

What This Job Offers

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