Financial Solutions Advisor Registration Candidate- Lake-Colorado Financial Center
About The Position
The Financial Solutions Advisor (FSA) Stage I role at Bank of America is a developmental position focused on building a career in financial advising. The program includes comprehensive training and licensing support to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. Upon licensing, you will learn foundational skills in client relationship management, financial assessment, and providing advice and solutions. The role progresses through stages, starting in a financial center, with opportunities to advance to FSA Stage II and beyond within Bank of America and Merrill. The program emphasizes a consultative approach to client needs and collaboration with banking and investment partners. This position is subject to SAFE Act registration requirements, including background checks and registration with the federal registry system.
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 client's complex financial picture and guide them with advice and solutions.
- Humanize financial interactions.
- 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.
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
