Financial Solutions Advisor - Registration Candidate - Austin Area

Bank of America • Austin, TX

1d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain securities industry licenses, followed by instruction in foundational advising skills. Advisors learn to acquire, build, and manage client relationships, understand clients’ financial circumstances, and provide guidance and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking and investment solutions and client care. Successful licensed Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they deepen relationships within a client portfolio and may pursue additional career opportunities at Bank of America and Merrill. The Academy provides programs, tools, and resources throughout the career journey.

The position requires SAFE Act registration, including the required background check and maintenance of good standing. The employee must 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. Training includes structured lessons, dedicated study time, onboarding, and one-on-one coaching. The position is scheduled Monday through Friday with rotating Saturdays, on the first shift, for 40 hours per week. The role is open across the market; the specific financial center assignment depends on business needs. Training takes place at one financial center, and the role may initially be phone-based until a financial center within a reasonable commuting distance is determined, as permitted by law.

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.
• High school diploma, GED, secondary school qualification, or equivalent.
• 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 maintain registration in good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• Bachelor’s degree.
• At least one year of financial services industry or sales experience.
• Spanish-speaking ability.

Responsibilities

• Build and manage client relationships by identifying needs and recommending appropriate solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to support clients’ financial goals and life priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Interact with banking customers, small business owners, and higher-net-worth clients.
• Obtain and maintain required securities industry licenses and SAFE Act registration.
• Manage time and capacity, handle multiple tasks, and adapt to new technology and applications.

Benefits

• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
• World-class training and onboarding programs.
• One-on-one coaching from Academy managers.
• Dedicated programs, tools, and resources for career development.

What This Job Offers

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