Financial Solutions Advisor Registration Candidate - Auburn And Rochester, MI

Bank of America • Rochester Hills, MI

36d • Onsite

About The Position

The Financial Solutions Advisor (FSA) Stage I role at Bank of America is a developmental position focused on obtaining necessary securities industry licenses and building foundational skills to become a financial advisor. The program includes dedicated training for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Upon licensure, individuals will learn to acquire, build, and manage client relationships, assess complex financial situations, and provide advice and solutions. The role involves working in a financial center to deliver core banking and investment solutions, with opportunities for progression to FSA Stage II and other roles within Bank of America and Merrill. This position requires SAFE Act registration, including a background check and registration process, and failure to maintain it may result in termination. The program emphasizes building a successful career through world-class training, one-on-one coaching, and developing business knowledge through a consultative approach. It also involves building a network by interacting with various client types and leveraging Bank of America's extensive customer base. The role requires providing comprehensive advice, client reviews, and collaborating with banking and investment partners to meet client financial needs.

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.
• Minimum Education Requirement: 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 Essentials (SIE), Series 7, and Series 66 licenses.
• Acquire, build, and manage client relationships.
• Assess a client’s complex financial picture and guide them with advice and solutions.
• Humanize financial interactions.
• Deliver Bank of America’s core banking and investment solutions.
• Provide approach to client care.
• Grow and deepen relationships within a portfolio of clients (in Stage II).
• 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.

Benefits

• World-class training and on-boarding programs
• One-on-one coaching from Academy managers
• 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