Financial Solutions Advisor Registration Candidate- Democracy Boulevard Financial Center

Bank of America • Bethesda, OH

11d • $29 - $34 • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain securities industry licenses, followed by instruction in foundational advising skills. These include acquiring, building, and managing client relationships; understanding clients’ financial circumstances; and guiding them with advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver Bank of America’s core banking and investment solutions and client-care approach. The position includes structured lessons and dedicated study time for the SIE, Series 7, and Series 66 exams (Series 63 and 65 are accepted in place of Series 66). The SIE must be obtained within 30 days of hire, and the Series 7 and Series 66 within 120 days.

After demonstrating success as a licensed FSA I, the advisor will typically progress to Financial Solutions Advisor Stage II, developing and deepening relationships within a client portfolio. Further career opportunities are available across Bank of America and Merrill, with support from the Academy’s programs, tools, and resources.

The role 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. This position requires SAFE Act registration, a background check, and completion of the registration process; failure to obtain or maintain registration may result in termination.

The position is open across the market, with the specific financial center determined by business needs. The employee will train at one financial center and may initially work in a phone-based capacity until a financial center location within a reasonable commuting distance of home is determined, to the extent permitted by applicable law. The schedule is Monday through Friday, with some Saturdays required, on the first shift, for 40 hours per week. The role is based in Bethesda, Maryland, and the specific work arrangement includes financial-center work and potentially phone-based work during the location transition.

Pay is $28.85–$33.65 per hour, with offers determined by experience, education, and skill set. Compensation is a base salary and is not incentive eligible. The role is benefits eligible and includes access to paid time off and employee resources and support.

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.
• 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.
• Must register under the SAFE Act, complete the required background check and registration process, and maintain registration in good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• Bachelor’s degree and/or a minimum of 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

• Obtain the required SIE, Series 7, and Series 66 licenses within the specified timeframes (Series 63 and 65 accepted in place of Series 66).
• Acquire, build, and manage client relationships, assess client needs and financial circumstances, and provide advice and appropriate solutions.
• Deliver client reviews and presentations and recommend strategies to help clients achieve financial goals and life priorities.
• Help deliver Bank of America’s core banking, investment solutions, and client-care approach in a financial center.
• Connect clients with Bank of America and Merrill banking and investment partners and solutions.
• Develop and deepen relationships within a portfolio of clients after progression to Financial Solutions Advisor Stage II.
• Complete required SAFE Act registration, background check, and ongoing registration obligations.
• Work Monday through Friday, with some Saturdays required.

Benefits

• Benefits eligibility
• Access to paid time off
• Employee resources and support

What This Job Offers

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