Financial Solutions Advisor Registration Candidate - East Palmetto Financial Center

Bank of America • Boca Raton, FL

6d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) role begins with obtaining securities industry licenses through dedicated classes and study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams; Series 63 and 65 are accepted in lieu of Series 66. Candidates must obtain the SIE within 30 days of hire and the Series 7 and Series 66 within 120 days. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships, understanding clients’ complex financial pictures, and providing advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking, investment solutions, and client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing relationships within a portfolio of clients and may pursue other roles at Bank of America and Merrill. The Academy provides development programs, tools, and resources throughout the career journey.

The role is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan 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 scheduled for 40 hours per week, Monday through Friday, with some Saturdays required. The role is in-office, with the specific financial center based on business needs. A new hire may train at one financial center and potentially begin in a phone-based capacity until a financial center within a reasonable commuting distance is determined, as permitted by applicable law.

Requirements

• Aptitude for obtaining required industry licenses.
• Must obtain the SIE within 30 days of hire and the 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 client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• Ability to meet SAFE Act registration requirements, including the required background check and ongoing 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 required securities industry licenses, including the SIE, Series 7, and Series 66 (or accepted Series 63 and 65 in lieu of Series 66), within the stated deadlines.
• Build, acquire, and manage client relationships and identify client needs using a defined consultative approach.
• Consider clients’ financial situations and guide them with advice and appropriate financial solutions.
• Deliver comprehensive advice, client reviews, and presentations, and recommend strategies aligned with clients’ financial goals and priorities.
• Support delivery of core banking, investment solutions, and client care in a financial center.
• Build a network by interacting with banking customers, small business owners, and higher-net-worth clients.
• Connect clients with Bank of America and Merrill solutions and collaborate with core banking and investment partners.
• Register under the SAFE Act, complete the required background check and registration process, and maintain good standing.
• Manage time and capacity, execute multiple tasks simultaneously, and adapt to new technology or applications.

Benefits

• World-class training and onboarding programs.
• Training and one-on-one coaching from Academy managers.
• Dedicated programs, tools, and resources through the Academy throughout the career journey.
• Structured lessons and dedicated study time for securities industry exams.

What This Job Offers

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