Financial Solutions Advisor Registration Candidate - West Loop, IL

Bank of America • Chicago, IL

3d • $29 - $34 • Onsite

About The Position

As a Financial Solutions Advisor Stage I (FSA I), you will begin 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). After licensing, you will learn foundational advisory skills, including acquiring, building, and managing client relationships; considering clients’ financial circumstances; and providing advice and solutions. After reaching key milestones, you will work in a financial center, helping deliver core banking, investment solutions, and client care. You may initially train at one financial center and then work in a phone-based capacity until a permanent financial center location is determined based on business needs and reasonable commuting distance, as permitted by law.

Successful licensed Financial Solutions Advisors Stage I typically progress to Financial Solutions Advisor Stage II, where they continue developing skills and growing relationships within a client portfolio. The Academy provides programs, tools, and resources to support career development and potential advancement within Bank of America and Merrill.

The role is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations 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 position is subject to restrictions under FDIC, SAFE Act, Loan Originators, and FINRA laws or regulations concerning specified criminal history.

Requirements

• Aptitude for obtaining required industry licenses; obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days.
• 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.
• High school diploma, GED, secondary school credential, or equivalent.
• Register and remain in good standing under SAFE Act requirements.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) license.
• Bachelor’s degree and/or at least 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 (or Series 63 and 65 in lieu of Series 66) within the specified timeframes.
• Cultivate client relationships, assess client needs, and recommend appropriate financial solutions.
• Provide comprehensive advice and conduct client reviews and presentations.
• Recommend strategies to help clients meet financial goals and life priorities.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Manage and grow a portfolio of client relationships as development progresses.
• Meet SAFE Act registration and good-standing requirements for the position.

Benefits

• Paid time off.
• Access to employee resources and support.
• Industry-leading benefits; the role is currently benefits eligible.

What This Job Offers

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