Financial Solutions Advisor Registration Candidate - Manhattan South Market

Bank of America • New York, NY

2d • $29 - $34 • 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 SIE, Series 7, and Series 66 exams. After licensing, you develop foundational advising skills, including acquiring, building, and managing client relationships; considering clients’ complex 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 its approach to client care. The Academy provides training, tools, and resources throughout your development. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio and may advance to other roles at Bank of America and Merrill.

The role is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system, complete the required background check and registration process, and remain in good standing. Failure to obtain or maintain registration may result in immediate termination.

The position is open across the entire Manhattan South market; the specific financial center location will depend on business needs. Training takes place at one financial center. The employee may then initially work in a phone-based capacity until a financial center location within a reasonable commuting distance of home is determined, as permitted by applicable law. The schedule is Monday through Friday with rotating Saturdays required, on first shift, for 40 hours per week. The role is based at 1680 Broadway, New York, NY.

Compensation is $28.85–$33.65 per hour, with offers determined by experience, education, and skill set. The role receives a base salary and is not incentive eligible. It is currently benefits eligible, with paid time off and other benefits and employee resources.

Requirements

• Aptitude for obtaining required industry licenses; the SIE must be obtained within 30 days of hire and the 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.
• Must complete required SAFE Act registration and background check and maintain registration in good standing.

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.
• Skills listed: 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

• Build and manage client relationships, assess client needs, and recommend appropriate financial solutions.
• Provide comprehensive advice and deliver client reviews and presentations.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions in collaboration with core banking and investment partners.
• Build business knowledge through a defined consultative approach to systematically identify client needs and appropriate solutions.
• Develop a client business by interacting with banking customers, small business owners, and higher-net-worth clients, and leveraging Bank of America relationships.
• Complete required securities licensing and SAFE Act registration requirements.
• Manage time and capacity, handle multiple tasks simultaneously, and adapt to new technology and applications.

Benefits

• Benefits eligibility
• Paid time off
• Resources and support for employees

What This Job Offers

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