Financial Solutions Advisor Registration Candidate - Greater St. Louis Market
About The Position
The Financial Solutions Advisor (FSA) Stage I role at Bank of America is a developmental position focused on obtaining necessary securities industry licenses and building foundational advisory skills. Upon obtaining licenses such as SIE, Series 7, and Series 66, individuals will learn to acquire, build, and manage client relationships, assess financial needs, and provide tailored advice and solutions. The role involves working in a financial center to deliver core banking and investment solutions, with opportunities for progression to FSA Stage II and further advancement within Bank of America and Merrill. This position requires registration with the federal registry system under the SAFE Act, involving a background check and registration process, and failure to maintain this registration may result in termination. Bank of America emphasizes an in-office culture with specific attendance requirements and flexibility based on role needs, aiming to foster a great place to work through inclusivity, talent development, and teammate wellness.
Requirements
- Aptitude in obtaining required industry licenses.
- Must be 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 being hired.
- Must obtain Series 7 & 66 within 120 Days.
- Subject to SAFE Act registration requirements, including background check and registration process.
- Must be able to obtain and maintain SAFE Act registration.
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 Essentials (SIE), Series 7, and Series 66 licenses.
- Acquire, build, and manage client relationships.
- Assess a 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 client care.
- Grow and deepen relationships within a portfolio of clients (in FSA Stage II).
- 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.
Benefits
- World-class training and on-boarding programs
- Training and one-on-one coaching from Academy managers
- Dedicated programs, tools, and resources
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
