Financial Solutions Advisor Registration Candidate- East Blithedale Financial Center
About The Position
The Financial Solutions Advisor (FSA) Stage I role is an entry-level position focused on obtaining necessary securities industry licenses and developing foundational advisory skills. Upon obtaining licenses such as SIE, Series 7, and Series 66, individuals will learn to acquire, build, and manage client relationships, assess financial needs, and provide advice and solutions. The role involves working in a financial center to deliver core banking and investment solutions. Successful completion of Stage I typically leads to progression to Financial Solutions Advisor Stage II, where clients' portfolios are further grown and deepened. The Academy provides ongoing support through dedicated programs, tools, and resources throughout the career journey. This position requires SAFE Act registration, including a background check and registration process, and failure to maintain it may result in termination.
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.
- 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.
- 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
- 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
Associate degree
