Financial Solutions Advisor Registration Candidate - West Loop, IL

Bank of America • Chicago, IL

1d • Onsite

About The Position

At Bank of America, a Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated instruction and study time for the SIE, Series 7, and Series 66 exams (or Series 63 and 65 in lieu of Series 66). The advisor then learns foundational skills in acquiring, building, and managing client relationships; understanding clients’ financial situations; and providing advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking and investment solutions and provide client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships with a client portfolio, with potential to advance into other roles at Bank of America and Merrill. The Academy provides training, programs, tools, and resources throughout the career journey.

The role requires SAFE Act registration and the associated background check and registration process. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing; failure to obtain or maintain registration may result in termination. SIE must be obtained within 30 days of hire, and Series 7 and Series 66 within 120 days.

The position is open across the market, with the specific financial center determined by business needs. The employee may train at one financial center and initially work in a phone-based capacity until a financial center within reasonable commuting distance is determined, as permitted by law. The schedule is Monday through Friday with rotating Saturdays, on first shift, 40 hours per week. Bank of America describes its culture as committed to in-office work, with role-specific flexibility. The role offers a base salary of $28.85–$33.65 per hour, with offers determined by experience, education, and skills; it is not incentive eligible and is benefits eligible.

Requirements

• Aptitude for obtaining the required industry licenses.
• 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.
• 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 credential, or equivalent.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• 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 within the specified deadlines (or Series 63 and 65 in lieu of Series 66).
• Acquire, build, and manage client relationships, assess client needs, and recommend appropriate solutions.
• Consider clients’ financial situations and provide advice and solutions that support their financial goals and priorities.
• Deliver comprehensive advice and conduct client reviews and presentations.
• Work with banking customers, small business owners, and higher-net-worth clients in a financial-center setting.
• Connect clients with Bank of America and Merrill banking and investment solutions by collaborating with core banking and investment partners.
• After demonstrating success as a Stage I advisor, grow and deepen relationships within a portfolio of clients as a Stage II advisor.
• Complete and maintain required SAFE Act registration and remain in good standing where applicable.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.

What This Job Offers

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