Financial Solutions Advisor Registration Candidate - Eastland Financial Center
About The Position
The Financial Solutions Advisor Stage I (FSA I) role at Bank of America is a developmental position focused on obtaining necessary securities industry licenses and learning foundational advisory skills. The program includes dedicated training for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Upon licensure, individuals will learn to acquire, build, and manage client relationships, assess financial needs, and provide advice and solutions. The role involves working in a financial center to deliver core banking and investment solutions. Successful completion of Stage I typically leads to progression to Financial Solutions Advisor Stage II, with further opportunities for advancement within Bank of America and Merrill. The position requires registration under the SAFE Act, involving a background check and federal registry submission.
Requirements
- Aptitude in obtaining required industry licenses.
- Self-discipline in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
- Must obtain SIE within 30 days of hire.
- Must obtain Series 7 & 66 within 120 days.
- High School Diploma / GED / Secondary School or equivalent.
Nice To Haves
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Responsibilities
- Obtain Securities Industry licenses (SIE, Series 7, Series 66) within specified timelines.
- Learn and apply foundational skills for acquiring, building, and managing client relationships.
- Assess clients' complex financial pictures and guide them with advice and solutions.
- Humanize financial interactions and deliver core banking and investment solutions in a financial center.
- Collaborate with core banking and investment partners to connect clients with appropriate solutions.
- Provide end-to-end comprehensive advice and deliver client reviews/presentations.
- Recommend strategies to help clients achieve their financial goals and life priorities.
- Build a network by interacting with banking customers, small business owners, and higher net worth clients.
- Manage time and capacity effectively.
- Cultivate client relationships, access needs, and recommend solutions.
- Create strong peer relationships through effective communication and collaboration.
- Execute multiple tasks simultaneously.
- Learn and adapt to new technology or applications.
Benefits
- World-class training and on-boarding programs.
- Training and one-on-one coaching from Academy managers.
- Access to paid time off.
- Resources and support for employees.
- Industry-leading benefits.
- Predictable pay (base salary, not incentive eligible).
- Support during workforce reduction, realignment, or similar measures.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
