Financial Solutions Advisor Registration Candidate - Midway Center
About The Position
The Financial Solutions Advisor Stage I (FSA I) role is designed for individuals to obtain their Securities Industry licenses, including SIE, Series 7, and Series 66 exams, through dedicated training programs. Upon licensing, the role focuses on developing foundational skills in client relationship management, understanding complex financial situations, and providing advice and solutions. The position involves working in a financial center to deliver core banking and investment solutions, with opportunities for progression to Financial Solutions Advisor Stage II and other roles within Bank of America and Merrill. The role requires adherence to SAFE Act registration requirements, including background checks and registration with the federal registry system for residential loan mortgage originations. Bank of America emphasizes a culture of Responsible Growth, inclusivity, and supporting teammate well-being through competitive benefits and development opportunities. The company promotes an in-office culture that balances collaboration with flexibility.
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.
- 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.
- Develop foundational skills in acquiring, building, and managing client relationships.
- Assess clients' complex financial pictures 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 by Bank of America and Merrill.
- Register with the federal registry system as required by the SAFE Act.
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
