Financial Solutions Advisor Registration Candidate - Culver Center Financial Center
About The Position
The Financial Solutions Advisor Stage I (FSA I) role is a registration-required position focused on obtaining Securities Industry licenses, including SIE, Series 7, and Series 66. Upon licensing, the role involves learning foundational skills for client relationship management, financial assessment, and providing advice. The position progresses through stages, starting in a financial center, and offers opportunities for advancement within Bank of America and Merrill. The role is subject to SAFE Act registration requirements, including background checks and registration with the federal registry system. Bank of America emphasizes a culture of Responsible Growth, inclusivity, and supporting teammate well-being through competitive benefits. The company is committed to an in-office culture that supports collaboration and career development, while offering flexibility based on role responsibilities.
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 licenses (SIE, Series 7, Series 66) through dedicated training and study time.
- Learn and apply foundational skills for acquiring, building, and managing client relationships.
- Assess clients' financial pictures and provide 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 and deliver client reviews/presentations.
- Recommend strategies to help clients achieve their financial goals.
- Collaborate with core banking and investment partners.
- Connect clients to Bank of America and Merrill solutions.
- Register with the federal registry system as required by the SAFE Act.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Competitive benefits to support physical, emotional, and financial well-being
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
