Financial Solutions Advisor Registration Candidate- Johnston -Willis Financial Center

Bank of America • Richmond, VA

1d • $29 - $34 • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) position begins with dedicated instruction to obtain the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. After licensing, the advisor develops foundational skills for acquiring, building, and managing client relationships; understanding clients’ financial circumstances; and providing advice and solutions. At key development milestones, the advisor begins working in a financial center, helping deliver Bank of America’s core banking and investment solutions and client care. The role includes structured training, study time, and one-on-one coaching from Academy managers.

The advisor uses a consultative approach to identify client needs and suitable solutions, provides comprehensive advice and client reviews or presentations, and recommends strategies to support clients’ financial goals and priorities. The advisor collaborates with banking and investment partners to connect clients with Bank of America and Merrill offerings. After demonstrated success in Stage I, the advisor typically progresses to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio and may pursue other opportunities at Bank of America and Merrill.

This position is subject to SAFE Act registration requirements, including registration with the federal registry system and completion of the required background check and registration process. The role requires obtaining the SIE 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. The position is open across the market, and the specific financial center is determined by business needs. Training takes place at one financial center, and the employee may initially work in a phone-based capacity until another center within a reasonable commuting distance is determined, to the extent permitted by applicable law.

The position is based in the Richmond, Virginia market. It is scheduled Monday through Friday with rotating Saturdays, on first shift, for 40 hours per week. Compensation is $28.85–$33.65 per hour, with offers based on experience, education, and skill set. Pay is a base salary and is not incentive eligible. The role is benefits eligible.

Requirements

• Aptitude for obtaining required industry licenses.
• 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.
• 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.
• High school diploma, GED, secondary school, or equivalent.

Nice To Haves

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

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses within the required timeframes, or hold Series 63 and 65 in lieu of Series 66.
• Acquire, build, and manage client relationships.
• Use a consultative approach to identify client needs and appropriate solutions.
• Consider clients’ financial circumstances and provide comprehensive advice and solutions.
• Deliver client reviews and presentations and recommend strategies to help clients meet financial goals and life priorities.
• Help deliver Bank of America’s core banking, investment solutions, and approach to client care in a financial center.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Grow and deepen relationships within a portfolio of clients after progressing to Financial Solutions Advisor Stage II.

Benefits

• Paid time off.
• Benefits eligibility.
• Affordable, competitive, and flexible benefits.
• Resources and support for employee wellness.

What This Job Offers

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