Financial Solutions Advisor Registration Candidate - Central NJ Market

Bank of America • Rahway, NJ

18d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated classes for the SIE, Series 7, and Series 66 exams. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships; understanding clients’ financial circumstances; and providing advice and solutions. After meeting key milestones, the advisor begins working in a financial center, helping deliver core banking, investment solutions, and client care. Successful licensed Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing relationships within a client portfolio and may pursue other roles at Bank of America and Merrill. The Academy provides programs, tools, and resources throughout the career journey.

The role is subject to SAFE Act registration requirements, including registration with the federal registry system, a background check, and maintaining good standing. Failure to obtain or maintain registration may result in termination. The position is open across the Central NJ market, and the financial center location will be determined by business needs. A new hire trains at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance is determined, as permitted by law.

The position offers structured training and one-on-one coaching, a consultative approach to identifying client needs, and dedicated study time for required securities licenses. Advisors provide comprehensive advice, conduct client reviews and presentations, recommend strategies for financial goals and life priorities, and collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions. The stated schedule is Monday through Friday with rotating Saturdays, first shift, 40 hours per week. Compensation is a base salary of $28.85–$33.65 per hour, with offers based on experience, education, and skill set; the role is not incentive eligible. It is currently benefits eligible.

Requirements

• Aptitude for obtaining required industry licenses.
• Must 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.
• 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.
• Must satisfy SAFE Act registration requirements, including registration and the required background check, and remain in good standing.
• Availability for the stated Monday–Friday schedule with rotating Saturdays.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.

Responsibilities

• Obtain the required securities industry licenses: SIE, Series 7, and Series 66 (or accepted Series 63 and 65 in lieu of Series 66).
• Build, acquire, and manage client relationships and identify client needs using a defined consultative approach.
• Consider clients’ financial circumstances and provide advice and solutions to support their financial goals and life priorities.
• Deliver client reviews and presentations and recommend appropriate strategies.
• Help deliver Bank of America’s core banking, investment solutions, and client care in a financial center.
• Connect clients with Bank of America and Merrill solutions and collaborate with core banking and investment partners.
• Grow and deepen relationships within a client portfolio as a Stage II advisor after progression from Stage I.
• Complete SAFE Act registration requirements, including the required background check, and maintain good standing.

Benefits

• Industry-leading benefits; the role is currently benefits eligible.
• Access to paid time off.
• Resources and support for employees.
• Structured training, onboarding, and one-on-one coaching from Academy managers.

What This Job Offers

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