Financial Solutions Advisor Registration Candidate - Calvine Pointe Financial Center
About The Position
The Financial Solutions Advisor Stage I (FSA I) role is an entry-level position focused on obtaining Securities Industry licenses and developing foundational advisory skills. The role involves dedicated training for Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Upon licensure, individuals will learn to acquire, build, and manage client relationships, assess financial situations, and provide advice and solutions. The role progresses to working in a financial center, delivering core banking and investment solutions, and providing client care. Successful FSAs typically advance to Financial Solutions Advisor Stage II, continuing to grow client portfolios. The Academy provides ongoing support through dedicated programs, tools, and resources throughout the career journey. This position is subject to SAFE Act registration requirements, including background checks and registration in the federal registry system, which is a condition of employment.
Requirements
- Aptitude in obtaining required industry licenses.
- 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.
- High School Diploma / GED / Secondary School or equivalent.
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) within 30 days of hire.
- Obtain Series 7 and Series 66 licenses (or Series 63 & 65) within 120 days of hire.
- Learn and apply foundational skills for acquiring, building, and managing client relationships.
- Assess clients' complex financial pictures and guide them with advice and solutions.
- Humanize financial interactions.
- Deliver Bank of America’s core banking and investment solutions in a financial center.
- 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.
- Cultivate client relationships, access needs, and recommend solutions.
- Create strong peer relationships through effective communication and collaboration.
- Execute multiple tasks simultaneously.
- Learn and adapt to new technology or applications.
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
High school or GED
