Financial Solutions Advisor Registration Candidate - Virginia Hills Financial Center
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 and learning foundational advisory skills. The program includes dedicated training for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Upon licensing, individuals will learn to acquire, build, and manage client relationships, assess financial situations, and provide advice and solutions. The role involves working in a financial center to deliver core banking and investment solutions. Successful completion of Stage I typically leads to progression to Financial Solutions Advisor Stage II, where clients' portfolios are grown and deepened. The Academy provides ongoing support, tools, and resources throughout the career journey. This position is subject to SAFE Act registration requirements, including background checks and registration with the federal registry system. Failure to obtain or maintain SAFE Act registration may result in termination.
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.
- Must obtain SIE within 30 days of hire.
- Must obtain Series 7 & 66 within 120 days of hire.
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.
- Acquire, build, and manage 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.
Benefits
- World-class training and on-boarding programs.
- Training and one-on-one coaching from Academy managers.
- Access to paid time off.
- Resources and support for employees.
- Competitive benefits.
- Industry-leading benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
