Financial Solutions Advisor Registration Candidate - Liberty Fountain, MO

Bank of America • Liberty, MO

21d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated classes and study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. The role then develops foundational advisory skills, including acquiring, building, and managing client relationships, understanding clients’ complex financial situations, and guiding them with advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking and investment solutions and client care.

Successful licensed Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing their skills and deepening relationships across a client portfolio. The Academy provides training, coaching, programs, tools, and resources throughout the career journey. The position is subject to SAFE Act registration requirements, including federal registry registration and a background check; failure to obtain or maintain registration may result in termination. The schedule is Monday through Friday, with some Saturdays required, and the position is listed as first shift, 40 hours per week.

Requirements

• Aptitude for obtaining required industry licenses.
• Must be self-disciplined 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 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 complete SAFE Act registration and the required background check and maintain registration in good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.
• Skills listed: Advisory; Account Management; Client Experience Branding; Customer and Client Focus; Oral Communications; Issue Management; Client Solutions Advisory; Pipeline Management; Active Listening; Attention to Detail; Risk Management; Policies, Procedures, and Guidelines; Client Management; Causation Analysis; Written Communications.

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66) within the stated deadlines.
• Build and manage client relationships and use a consultative approach to identify client needs and appropriate solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and life priorities.
• Work in a financial center to help deliver Bank of America’s core banking, investment solutions, and client care.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Register under the SAFE Act and maintain good standing.

Benefits

• World-class training and onboarding programs.
• Training and one-on-one coaching from Academy managers.
• Dedicated programs, tools, and resources throughout the career journey.

What This Job Offers

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