Financial Solutions Advisor Registration Candidate - Central Chicago Market

Bank of America • Chicago, IL

1d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America is a developmental position focused on obtaining necessary securities industry licenses (SIE, Series 7, and Series 66) through dedicated training programs. Upon licensure, individuals will learn foundational advisory skills, including client relationship management, financial assessment, and providing tailored advice and solutions. The role involves working in a financial center to deliver core banking and investment services, with a progression path to Financial Solutions Advisor Stage II. The position is subject to SAFE Act registration requirements, including background checks and federal registry submission, which are mandatory for continued 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), Series 7, and Series 66 licenses within specified timeframes.
• 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 and deliver client reviews/presentations.
• 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.
• Register with the federal registry system as required by the SAFE Act and maintain good standing.

Benefits

• World-class training and on-boarding programs.
• Training and one-on-one coaching from Academy managers.
• Structured lessons and dedicated study time for licensing exams.
• Access to paid time off.
• Resources and support for employees.
• Industry-leading benefits.
• Support during workforce transition periods (reduction, realignment, etc.).

What This Job Offers

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