Financial Solutions Advisor Registration Candidate - Amarillo, TX Area

Bank of America • Amarillo, TX

21h • Onsite

About The Position

This role is for a Financial Solutions Advisor Stage I (FSA I) who will begin by obtaining Securities Industry licenses (SIE, Series 7, and Series 66). Upon licensing, the candidate will learn foundational advisor skills, including acquiring, building, and managing client relationships, assessing financial situations, and providing advice and solutions. The role involves humanizing financial interactions and will transition to working in a financial center to deliver core banking and investment solutions. The position includes a development path to Financial Solutions Advisor Stage II and offers opportunities for advancement within Bank of America and Merrill, supported by The Academy. This position is subject to SAFE Act registration requirements, including background checks and registration, which are mandatory for mortgage origination activities.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-disciplined 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 of hire.
• 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
• Spanish speaking

Responsibilities

• Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses.
• Acquire, build, and manage client relationships.
• Assess client's complex financial picture and guide them with advice and solutions.
• Humanize financial interactions.
• Deliver Bank of America’s core banking and investment solutions.
• Provide end-to-end comprehensive advice.
• Deliver client reviews/presentations with confidence.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to solutions provided through Bank of America and Merrill.
• Manage time and capacity effectively.
• Create strong peer relationships through effective communication and collaboration.
• Execute multiple tasks simultaneously.
• Learn and adapt to new technology or applications.

Benefits

• Affordable, competitive and flexible benefits
• World-class training and on-boarding programs
• Training and one-on-one coaching from Academy managers
• Dedicated programs, tools, and resources throughout career journey

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED