Financial Solutions Advisor Registration Candidate- Northern VA Market

Bank of America • Fairfax, VA

18d • $29 - $34 • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships, assessing 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 Bank of America’s approach to client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio, with opportunities to advance into other roles at Bank of America and Merrill.

The role requires SAFE Act registration, including the required background check and registration process, and employees must maintain good standing. The position provides structured training, dedicated study time, coaching, and Academy programs and resources. 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. The position is open across the Northern Virginia market, with the specific financial center determined by business needs. Training begins at one financial center, and the role may initially be phone-based until a financial center within a reasonable commuting distance is determined, to the extent permitted by law. The schedule is Monday through Friday, with some Saturdays required, on first shift, 40 hours per week. Pay is $28.85–$33.65 per hour, based on experience, education, and skills. Compensation is base salary and is not incentive eligible; the role is benefits eligible.

Requirements

• Aptitude for obtaining required industry licenses.
• Obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and Series 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 approach 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 register under the SAFE Act and complete the required background check and registration process; registration must be maintained 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 in 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 financial circumstances, and recommend appropriate solutions.
• Provide comprehensive advice and client reviews or presentations, and recommend strategies aligned with clients’ financial goals and priorities.
• Deliver Bank of America’s core banking, investment solutions, and approach to client care in a financial center.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Build a network among banking customers, small business owners, and higher-net-worth clients to grow business.
• Connect clients with Bank of America and Merrill solutions to address their financial needs.
• Collaborate with core banking and investment partners.
• Obtain and maintain required securities licenses and SAFE Act registration.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employee well-being and development.
• Industry-leading benefits.

What This Job Offers

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