Financial Solutions Advisor Registration Candidate - Briarwood, MI

Bank of America • Ann Arbor, MI

34d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America is a developmental position focused on helping individuals obtain their Securities Industry licenses (SIE, Series 7, and Series 66). Upon licensure, the role involves learning foundational skills for client relationship management, financial assessment, and providing advice and solutions. The position progresses to working in a financial center to deliver core banking and investment solutions. Successful FSAs typically advance to Financial Solutions Advisor Stage II, continuing to grow client portfolios. The Academy provides ongoing support through dedicated programs and resources. This position requires SAFE Act registration, including a background check and registration process, with failure to maintain registration potentially leading to termination. Bank of America emphasizes a commitment to Responsible Growth, an inclusive workplace, talent development, teammate wellness, performance recognition, and community impact. The company promotes an in-office culture with specific attendance requirements and flexibility based on role.

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.
• High School Diploma / GED / Secondary School or equivalent.

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 licenses (SIE, Series 7, and Series 66).
• Learn and apply foundational skills for acquiring, building, and managing client relationships.
• Assess client's complex financial picture and guide them with advice and solutions.
• Humanize financial interactions.
• Work in a financial center to deliver Bank of America’s core banking and investment solutions.
• 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.
• Cultivate client relationships, access needs, and recommend solutions.
• Create strong peer relationships through effective communication and collaboration.
• Execute multiple tasks simultaneously.
• Learn and adapt to new technology or applications.

Benefits

• World-class training and on-boarding programs.
• Training and one-on-one coaching from Academy managers.
• Dedicated and personalized classes for Securities Industry Essentials (SIE), Series 7 and Series 66 Exams.
• Structured lessons and dedicated study time for obtaining licenses.
• Support from The Academy with dedicated programs, tools, and resources throughout career journey.

What This Job Offers

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