Financial Solutions Advisor Registration Candidate Consumer Investments - Hillcrest Financial Center

Bank of America • Spartanburg, SC

2d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated classes and study support 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. Following key development milestones, the advisor works in a financial center to deliver core banking and investment solutions and client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they deepen relationships within a client portfolio and may pursue other roles within Bank of America and Merrill. The Academy provides training, tools, and resources throughout the career journey.

The role requires SAFE Act registration, including completion of the required background check and registration process, and the employee must remain in good standing. The position also requires securities licensing: the SIE must be obtained 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.

The position is based in a financial center and scheduled Monday through Friday with rotating Saturdays, on first shift, for 40 hours per week.

Requirements

• Aptitude for obtaining required industry licenses.
• 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.
• A 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.
• 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.
• Complete and maintain SAFE Act registration and satisfy the required background check and registration process.
• High school diploma, GED, secondary school education, or equivalent.

Nice To Haves

• SIE (Securities Industry Essentials).
• Bachelor’s degree.
• At least one year of financial services industry or sales experience.

Responsibilities

• Acquire, build, and manage client relationships.
• Understand clients’ financial circumstances and identify their needs.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients achieve financial goals and life priorities.
• Deliver Bank of America’s core banking and investment solutions and client care in a financial center.
• Connect clients with Bank of America and Merrill solutions to address their financial needs.
• Collaborate with core banking and investment partners.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Cultivate relationships with banking customers, small business owners, and higher-net-worth clients.

Benefits

• World-class training and onboarding programs.
• One-on-one coaching from Academy managers.
• Dedicated classes and study time for securities licensing.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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