Financial Solutions Advisor Registration Candidate - Central Chicago Market
About The Position
The Financial Solutions Advisor Stage I (FSA I) role at Bank of America involves obtaining Securities Industry licenses (SIE, Series 7, and Series 66) through dedicated training. Upon licensing, you will learn foundational skills in client relationship management, financial assessment, and providing advice and solutions. The role progresses to working in a financial center, delivering core banking and investment solutions, and providing client care. Successful FSAs typically advance to Financial Solutions Advisor Stage II, where they grow and deepen relationships with a client portfolio. The Academy provides ongoing support, tools, and resources throughout the career journey. This position is subject to SAFE Act registration requirements, including background checks and registration in the federal registry system. Failure to maintain SAFE Act registration may result in termination. Bank of America is committed to an in-office culture with specific attendance requirements and flexibility based on role-specific considerations.
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.
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.
- Consider a client’s complex financial picture and guide them with advice and solutions.
- Humanize financial interactions.
- Deliver Bank of America’s core banking, investment solutions and approach to client care.
- 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 the solutions provided through Bank of America and Merrill.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
