Financial Solutions Advisor Registration Candidate - Arden Main Financial Center
About The Position
The Financial Solutions Advisor Stage I (FSA I) role is designed for individuals to obtain their Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams, with dedicated training and support. Upon licensing, you will learn foundational skills for client relationship management, including acquiring, building, and managing client relationships, assessing financial needs, and providing advice and solutions. The role involves working in a financial center to deliver core banking and investment solutions, and providing excellent client care. Successful progression leads to the Financial Solutions Advisor Stage II role, focusing on growing and deepening client relationships within a portfolio. The Academy provides ongoing support, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements, which includes federal registry system registration and background checks. Failure to obtain or maintain SAFE Act registration may result in immediate 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.
- 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.
- Work in a financial center to deliver Bank of America’s core banking and investment solutions.
- 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.
- Grow and deepen relationships within a portfolio of clients (in Stage II).
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
