Financial Solutions Advisor Registration Candidate - Kings Highway Financial Center

Bank of America • Vero Beach, FL

3d • 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 and study time 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; understanding clients’ financial circumstances; and providing advice and solutions. At key development milestones, the advisor begins working in a financial center to deliver Bank of America’s banking and investment solutions and client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, continuing to develop relationships within a client portfolio, with opportunities to advance into other roles at Bank of America and Merrill. The Academy provides programs, tools, and resources throughout the career journey.

This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. The role requires SAFE Act registration, a background check, and completion of the registration process; failure to obtain or maintain registration may result in immediate termination.

The position is open across the market, and the specific Financial Center location will be based on business needs. The successful candidate will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance of their home is determined, to the extent permitted by applicable law. The role is in-office, with attendance requirements and role-specific flexibility. The schedule is Monday through Friday, with some Saturdays required, and 40 hours per week.

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.
• A 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.
• 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.
• Complete required SAFE Act registration and background-check process and maintain registration in good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

• Obtain the required SIE, Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66) within the required timeframes.
• Acquire, build, and manage client relationships using a defined consultative approach to identify client needs and suitable solutions.
• Consider clients’ financial circumstances and provide comprehensive advice and strategies aligned with their financial goals and life priorities.
• Deliver client reviews and presentations confidently.
• Connect clients with Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Build a network among banking customers, small business owners, and higher-net-worth clients.
• Complete SAFE Act registration and maintain good standing.

Benefits

• World-class training and onboarding programs.
• Training and one-on-one coaching from Academy managers.
• Dedicated programs, tools, and resources throughout the career journey.
• Opportunities to learn, grow, and advance within Bank of America and Merrill.

What This Job Offers

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