Financial Solutions Advisor Registration Candidate-Pender Village Financial Center

Bank of America • Fairfax, VA

1d • $29 - $34 • 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; Series 63 and 65 are accepted in lieu of Series 66. The SIE must be obtained within 30 days of hire, and the Series 7 and Series 66 within 120 days. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships; considering clients’ financial circumstances; and guiding clients with advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking, investment solutions, and client care.

The role includes structured training, onboarding, coaching, and development through Bank of America’s Academy. Advisors use a consultative approach to identify client needs and appropriate solutions, deliver comprehensive advice and client reviews or presentations, recommend strategies, and connect clients with Bank of America and Merrill banking and investment partners. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, with potential opportunities to advance into other roles within Bank of America and Merrill.

The position is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry and remain in good standing, including completing the required background check and registration process. Failure to obtain or maintain registration may result in termination. The schedule is Monday through Friday with rotating Saturdays, first shift, for 40 hours per week. The position is located at the Pender Village Financial Center in Fairfax, Virginia.

Requirements

• Aptitude for obtaining required industry licenses.
• 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 client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• Minimum education: High school diploma, GED, secondary school, or equivalent.
• Ability to obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
• Must complete required SAFE Act registration and background check and maintain registration in good standing.

Nice To Haves

• Securities Industry Essentials (SIE).
• 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, risk management, and trading.

Responsibilities

• Obtain the required SIE, Series 7, and Series 66 licenses within the stated timeframes; Series 63 and 65 are accepted in lieu of Series 66.
• Acquire, build, and manage client relationships.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Consider clients’ financial circumstances and guide them with advice and solutions to help achieve their financial goals and life priorities.
• Provide end-to-end comprehensive advice and deliver client reviews and presentations.
• Recommend strategies tailored to clients’ financial goals and priorities.
• Connect clients to Bank of America and Merrill banking and investment solutions, collaborating with core banking and investment partners.
• Work with banking customers, small business owners, and higher-net-worth clients in a financial center.
• Complete required SAFE Act registration and maintain good standing.
• Manage time and capacity, execute multiple tasks simultaneously, and adapt to new technology and applications.

Benefits

• Paid time off.
• Industry-leading benefits and resources and support for employees.
• Benefits eligible.

What This Job Offers

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