Financial Solutions Advisor Registration Candidate - Schaumburg Financial Center

Bank of America • Schaumburg, IL

6d • $29 - $34 • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated classes and study time for the SIE, Series 7, and Series 66 exams; Series 63 and 65 are accepted in place of Series 66. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships, assessing clients’ complex financial circumstances, and guiding them with advice and solutions. At key development milestones, the advisor begins working in a financial center to provide core banking and investment solutions and Bank of America’s approach to client care.

The role includes structured training, onboarding, and one-on-one coaching from Academy managers. Advisors use a defined consultative approach to identify client needs and appropriate solutions, provide comprehensive advice and client reviews or presentations, and recommend strategies to help clients reach financial goals and priorities. They work with banking and investment partners to connect clients with Bank of America and Merrill solutions. Successful licensed Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing skills and deepen relationships across a client portfolio.

This position is subject to SAFE Act registration requirements. The employee must register with the federal registry system, complete the required background check and registration process, and remain in good standing. Failure to obtain or maintain registration may result in immediate termination. The schedule is Monday through Friday, with some Saturdays required, and the role is 40 hours per week on first shift. The position is based at the Schaumburg Financial Center. Pay is $28.85–$33.65 per hour, determined by experience, education, and skill set; compensation is base salary and is not incentive eligible. The role is benefits eligible.

Requirements

• Aptitude for obtaining required industry licenses.
• 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.
• Obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
• Register under the SAFE Act, complete the required background check and registration process, and maintain good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66) within the required timelines.
• Acquire, build, and manage client relationships.
• Use a consultative approach to identify client needs and appropriate financial solutions.
• Assess clients’ financial circumstances and provide comprehensive advice and recommendations aligned with their goals and priorities.
• Deliver client reviews and presentations.
• Connect clients with Bank of America and Merrill banking and investment solutions in collaboration with partners.
• Complete and maintain required SAFE Act registration and good standing.

Benefits

• Benefits eligibility
• Paid time off
• Resources and support for employees

What This Job Offers

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