Financial Solutions Advisor Registration Candidate- College Park Financial Center

Bank of America • College Park, MD

6d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated classes and study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. The advisor then develops foundational skills in acquiring, building, and managing client relationships; understanding clients’ financial circumstances; and providing advice and solutions that support their financial goals. After reaching key milestones, the advisor works in a financial center to deliver core banking, investment solutions, and client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio. The Academy provides programs, tools, and resources throughout this development path.

The role is subject to SAFE Act registration requirements. Employees involved in residential mortgage loan originations must register with the federal registry system, complete the required background check and registration process, and remain in good standing. Failure to obtain or maintain registration may result in immediate termination.

The position is based in the College Park market, with the specific financial center location determined by business needs. The employee may train at one financial center and then potentially work in a phone-based capacity until a financial center within a reasonable commuting distance is determined, to the extent permitted by applicable law. This is a first-shift, 40-hour-per-week role. The schedule is Monday through Friday, with some Saturdays required. Pay is $28.85–$33.65 per hour; offers are determined based on experience, education, and skill set. Compensation is base salary and is not incentive eligible. The role is benefits eligible.

Requirements

• Aptitude for obtaining required industry licenses.
• Obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and Series 65 are accepted in lieu of Series 66.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to create strong peer relationships through effective communication and collaboration.
• 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.
• Register with the federal registry system, complete the required SAFE Act background check and registration process, and remain in good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) license.
• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.
• Skills in client experience, branding, client solutions, advisory, investment management, pipeline management, referral management, client management, customer and client focus, portfolio management, prospecting, referral identification, business acumen, executive presence, oral communications, and risk management.

Responsibilities

• Use a defined consultative approach to identify client needs and appropriate solutions.
• Build and manage client relationships, including with banking customers, small business owners, and higher-net-worth clients.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients achieve financial goals and life priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Obtain and maintain required securities industry licenses and SAFE Act registration.
• Complete the required training and development milestones and, after licensing, serve clients in a financial center or potentially in a phone-based capacity.

Benefits

• Benefits eligible.
• Paid time off.
• Resources and support for employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed