Financial Solutions Advisor Registration Candidate - Clark and Barry Financial Center

Bank of America • Chicago, IL

25d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (Series 63 and 65 are accepted in lieu of Series 66). After licensing, advisors learn foundational skills for acquiring, building, and managing client relationships; assessing clients’ complex financial situations; and providing advice and solutions. As key milestones are achieved, the advisor begins working in a financial center, helping deliver core banking services, investment solutions, and client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio. Further advancement opportunities are available within Bank of America and Merrill, with support from the Academy throughout the career journey.

The position 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 role includes world-class training and onboarding, one-on-one coaching from Academy managers, structured licensing lessons and dedicated study time, and a defined consultative approach to identifying client needs and appropriate solutions. Advisors build a network by working with banking customers, small business owners, and higher-net-worth clients; provide comprehensive advice and client reviews or presentations; recommend strategies aligned with clients’ financial goals and life priorities; and collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.

The role is based at the Clark & Barry Financial Center in Chicago, Illinois. The schedule is Monday through Friday, with some Saturdays required, on first shift, for 40 hours per week. Pay is $28.85–$33.65 per hour, with offers determined by experience, education, and skill set. Compensation is base salary and is not incentive eligible. The role is benefits eligible.

Requirements

• Aptitude for obtaining 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.
• Must meet SAFE Act registration requirements, including the required background check and registration process.

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.
• Skills in advisory, account management, client experience, branding, customer and client focus, oral communications, issue management, client solutions, advisory pipeline management, active listening, attention to detail, risk management, policies and procedures, client management, causation analysis, and written communications.

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66) within the stated deadlines.
• Build, acquire, and manage client relationships and identify clients’ needs using a consultative approach.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to support clients’ financial goals and life priorities.
• Help deliver Bank of America’s core banking, investment solutions, and client care in a financial center.
• Build a network among banking customers, small business owners, and higher-net-worth clients.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Register under the SAFE Act, complete the required background check and registration process, and maintain good standing.

Benefits

• Benefits eligibility
• Paid time off
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness
• Training, onboarding, and one-on-one coaching

What This Job Offers

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