Financial Solutions Advisor Registration Candidate - Central NJ Market

Bank of America • Clark, NJ

1d • $29 - $34 • Onsite

About The Position

At Bank of America, a Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships, assessing clients’ financial circumstances, and providing advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking, investment solutions, and client care. The Academy provides training, tools, coaching, and resources throughout the development process. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II and may pursue other roles at Bank of America and Merrill.

The position is open across the Central New Jersey market. The assigned financial center will depend on business needs. The employee will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance is identified, as permitted by applicable law. The role requires SAFE Act registration, including the required background check, and maintaining good standing. Failure to obtain or maintain registration may result in termination.

The schedule is Monday through Friday with rotating Saturdays required, on first shift, for 40 hours per week. The position is based at the Clark, New Jersey business center, with the specific financial center assignment determined by business needs. Compensation is $28.85–$33.65 per hour, determined by experience, education, and skill set. The role has a base salary and is not incentive eligible. It is benefits eligible.

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 required SAFE Act registration and background check and maintain registration in good standing.

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, and risk management.

Responsibilities

• Obtain required securities industry licenses, including the SIE, Series 7, and Series 66 (or accepted Series 63 and 65 in lieu of Series 66).
• Build, cultivate, and manage client relationships.
• Use a consultative approach to identify client needs and recommend appropriate solutions.
• Assess clients’ financial circumstances and provide advice and strategies aligned with their financial goals and life priorities.
• Deliver client reviews and presentations.
• Connect clients with Bank of America and Merrill banking and investment solutions, collaborating with core banking and investment partners.
• Build business by interacting with banking customers, small business owners, and higher-net-worth clients.
• Complete required SAFE Act registration and maintain good standing.
• Work in a financial center or, as business needs dictate, in a phone-based capacity until a financial center assignment is determined.
• Work Monday through Friday with rotating Saturdays.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees’ well-being and development.

What This Job Offers

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