Financial Solutions Advisor - Registration Candidate - Austin Area

Bank of America • Austin, TX

1d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) role is an entry point into a career as a financial advisor. The journey begins with obtaining Securities Industry licenses (SIE, Series 7, and Series 66) through dedicated and personalized classes. Upon licensure, the FSA I will learn foundational advisor skills, including client acquisition, relationship building and management, and providing advice and solutions for clients' financial lives. After achieving key milestones, the FSA I will work in a financial center, delivering Bank of America's core banking and investment solutions. Successful FSA I's typically progress to Financial Solutions Advisor Stage II, where they continue to grow client relationships. The Academy provides ongoing support, programs, tools, and resources for career development. This position requires SAFE Act registration, including a background check, and failure to maintain registration may result in termination. The role involves world-class training, one-on-one coaching, using a consultative approach to identify client needs, earning required licenses within specific timeframes, building a network by interacting with various clients, providing comprehensive financial advice, and collaborating with banking and investment partners.

Requirements

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, accessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications
• Obtain your SIE within 30 days of being hired
• Obtain your Series 7 & 66 within 120 Days
• SAFE Act registration and submission to the required SAFE Act background check and registration process
• High School Diploma / GED / Secondary School or equivalent

Nice To Haves

• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Bi-lingual Spanish speaking

Responsibilities

• Obtain Securities Industry Essentials [SIE], Series 7 and Series 66 Exams licenses
• Acquire, build and manage client relationships
• Consider a client’s complex financial picture and guide them with advice and solutions to help them live their best financial lives
• Humanize financial interactions
• Deliver Bank of America’s core banking, investment solutions and approach to client care
• Practice the skills learned by growing and deepening relationships within a portfolio of clients (as Financial Solutions Advisor Stage II)
• Use a defined consultative approach with clients to systematically identify client needs and appropriate solutions
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time
• Build your network by interacting with banking customers, small business owners and higher net worth clients
• Provide end-to-end comprehensive advice
• Deliver client reviews/presentations with confidence
• Recommend strategies to help clients achieve their financial goals and life priorities
• Collaborate with core banking and investment partners
• Connect clients to the solutions provided through Bank of America and Merrill to meet virtually all their financial needs

Benefits

• World-class training and on-boarding programs
• One-on-one coaching from Academy managers
• Dedicated programs, tools, and resources throughout your career journey
• Support for teammates’ physical, emotional, and financial wellness
• Recognition and rewarding performance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees