Financial Solutions Advisor Registration Candidate - Schaumburg Financial Center

Bank of America • Schaumburg, IL

4d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Series 63 and 65 are accepted in lieu of Series 66. After licensing, the advisor develops foundational skills for acquiring, building, and managing client relationships, understanding clients’ financial circumstances, and recommending advice and solutions. After reaching key development milestones, the advisor works in a financial center helping deliver Bank of America’s core banking and investment solutions and client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships with a client portfolio, with further career opportunities at Bank of America and Merrill. The Academy provides training, programs, tools, and resources throughout the career journey.

The position is subject to SAFE Act registration requirements. The employee 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 termination. The role is based at the Schaumburg Financial Center and follows an in-office culture. The schedule is Monday through Friday, with some Saturdays required, on first shift, for 40 hours per week.

Requirements

• Aptitude for obtaining required industry licenses.
• Must obtain the SIE within 30 days of hire and the Series 7 and Series 66 within 120 days; Series 63 and 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 build strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• Must complete and maintain SAFE Act registration and satisfy the required background check and registration process.

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.

Responsibilities

• Build and manage client relationships, assess client needs, and recommend appropriate financial solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and life priorities.
• Help deliver Bank of America’s core banking, investment solutions, and approach to client care.
• Connect clients with solutions offered through Bank of America and Merrill.
• Collaborate with core banking and investment partners.
• Build a network by interacting with banking customers, small business owners, and higher-net-worth clients.
• Complete required securities licensing and SAFE Act registration requirements.

Benefits

• Industry-leading benefits.
• Access to 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