Financial Solutions Advisor Registration Candidate - Dearborn & Washington, IL

Bank of America • Chicago, IL

4d • 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 licenses, including the SIE, Series 7, and Series 66 exams (Series 63 and 65 are accepted in lieu of Series 66). After licensing, the advisor learns foundational skills in acquiring, building, and managing client relationships; understanding 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 provide client care. Successful FSA I employees typically progress to Financial Solutions Advisor Stage II, where they continue developing their skills and deepening relationships within a client portfolio, with opportunities to advance into other Bank of America and Merrill roles. The Academy provides programs, tools, and resources 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 is based in a financial center and involves interacting with banking customers, small business owners, and higher-net-worth clients. Advisors provide comprehensive advice, conduct client reviews and 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 schedule is Monday through Friday, with some Saturdays required; it is a first-shift position with 40 hours per week. The listed pay range is $28.85–$33.65 per hour. 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 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 and maintain SAFE Act registration and required background-check and registration processes.

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.

Responsibilities

• Complete structured training and obtain the required SIE, Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66).
• Build, acquire, and manage client relationships and identify client needs using a consultative approach.
• Consider clients’ financial situations and provide advice and appropriate solutions.
• Deliver Bank of America’s core banking, investment solutions, and client care in a financial center.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies that support clients’ financial goals and life priorities.
• Build a network among banking customers, small business owners, and higher-net-worth clients.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Complete and maintain required SAFE Act registration and remain in good standing.
• Progress toward the Financial Solutions Advisor Stage II role by demonstrating success as a licensed Financial Solutions Advisor Stage I.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support for employees’ well-being and work.

What This Job Offers

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