Financial Solutions Advisor Registration Candidate - Midway Center
About The Position
The Financial Solutions Advisor Stage I (FSA I) role is an entry-level position focused on obtaining necessary securities industry licenses and developing 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 complex financial situations, and provide guidance and solutions. The role involves working in a financial center to deliver core banking and investment solutions, with opportunities for progression to Financial Solutions Advisor Stage II and other roles within Bank of America and Merrill. The Academy provides ongoing support through dedicated programs, tools, and resources throughout the career journey. This position requires SAFE Act registration, including background checks and registration with the federal registry system, and failure to maintain registration may result in termination.
Requirements
- Aptitude in obtaining required industry licenses.
- 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 hire.
- Must obtain Series 7 & 66 within 120 days of hire.
- High School Diploma / GED / Secondary School or equivalent.
- Open availability required, including some Saturdays.
- Subject to SAFE Act registration requirements, including background check and registration process.
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.
- 63 & 65 accepted, in lieu of 66.
Responsibilities
- Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses within specified timeframes.
- Learn and apply foundational skills for client relationship management.
- Assess clients' complex financial pictures and provide advice and solutions.
- Humanize financial interactions.
- Deliver Bank of America’s core banking and investment solutions in a financial center.
- 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 by Bank of America and Merrill.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Support during workforce transition due to reduction, realignment, or similar measures.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
