Financial Solutions Advisor Registration Candidate - Central NJ Market

Bank of America • Rahway, NJ

1d • $29 - $34 • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities licenses through dedicated, personalized instruction for the SIE, Series 7, and Series 66 exams. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships; understanding clients’ financial circumstances; and providing advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking and investment solutions and client care. Training, tools, and resources support development throughout the role.

Successful licensed Financial Solutions Advisor Stage I employees typically progress to Financial Solutions Advisor Stage II, where they continue developing their skills and deepen relationships within a client portfolio. Stage II employees may have opportunities to advance into other roles at Bank of America and Merrill.

The position is subject to SAFE Act registration requirements. Employees involved 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 position is open across the Central NJ market, and the financial center assignment will depend on business needs. New hires train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance of their home is determined, to the extent permitted by applicable law. The schedule is Monday through Friday with rotating Saturdays required, on first shift, for 40 hours per week.

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 meet SAFE Act registration requirements, including registration and the required background check.

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.
• 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

• Acquire, build, and manage client relationships.
• Assess clients’ financial needs and recommend appropriate solutions using a defined consultative approach.
• Provide comprehensive advice and deliver client reviews and presentations.
• Recommend strategies to help clients achieve financial goals and life priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions, collaborating with core banking and investment partners.
• Build a client network through interactions with banking customers, small business owners, and higher-net-worth clients.
• Complete required securities licensing and SAFE Act registration requirements.
• Progress through the advisor development stages and continue growing and deepening relationships within a client portfolio.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees.

What This Job Offers

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