Financial Solutions Advisor Registration Candidate - Oakdale Financial Center

Bank of America • Oakdale, MN

18h • Onsite

About The Position

The Financial Solutions Advisor (FSA) Stage I role is an entry-level position focused on helping clients achieve their financial goals. The journey begins with obtaining necessary Securities Industry licenses (SIE, Series 7, and Series 66) through dedicated training. Upon licensing, you will learn foundational advisory skills, including client relationship management, understanding financial needs, and providing advice and solutions. The role involves working in a financial center, delivering core banking and investment solutions, and collaborating with partners. Successful completion of Stage I typically leads to progression to Financial Solutions Advisor Stage II, with further opportunities for advancement within Bank of America and Merrill. The Academy provides ongoing support through dedicated programs, tools, and resources. This position is subject to SAFE Act registration requirements, including background checks and registration in the federal registry system. Failure to obtain or maintain SAFE Act registration may result in termination. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and flexibility based on role-specific responsibilities and business needs.

Requirements

• Aptitude in obtaining required industry licenses.
• Must be 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 client's complex financial picture 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.
• Systematically identify client needs and appropriate solutions using a defined consultative approach.

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support

What This Job Offers

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