Financial Solutions Advisor Registration Candidate- Northern VA Market

Bank of America • Fairfax, VA

19d • $29 - $34 • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (Series 63 and 65 are accepted in lieu of Series 66). After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships, understanding clients’ financial circumstances, and providing advice and solutions. After meeting key milestones, the advisor works in a financial center to deliver core banking and investment solutions and client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they deepen relationships within a client portfolio and may pursue other roles within Bank of America and Merrill. The Academy provides programs, tools, and resources throughout the development journey.

The position is subject to SAFE Act registration requirements, including registration with the federal registry system and completion of the required background check and registration process. Employees must obtain and maintain registration; failure to do so may result in immediate termination. The role is full-time, 40 hours per week, with a Monday-through-Friday schedule and some Saturdays required. This opening covers the market; the financial center location will be determined by business needs. Training takes place at one financial center, and the employee may initially work in a phone-based capacity until another reasonably commutable financial center location is determined, as permitted by law.

The position is based in Fairfax, Virginia. The pay range is $28.85–$33.65 per hour, determined based on experience, education, and skill set. Compensation is a base salary and is not incentive eligible. The role is benefits eligible.

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.
• 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.
• Must complete and maintain required SAFE Act registration.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) license.
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Skills in client experience branding, client solutions advisory, investment management, pipeline management, referral management, client management, customer and client focus, portfolio management, prospecting, referral identification, business acumen, executive presence, oral communications, and risk management.

Responsibilities

• Complete licensing training and obtain the SIE, Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66).
• Acquire, build, and manage client relationships.
• Identify client needs using a defined consultative approach and recommend appropriate solutions.
• Consider clients’ complex financial circumstances and provide advice and solutions aligned with their financial goals and life priorities.
• Deliver client reviews and presentations.
• Connect clients with Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Register and remain in good standing under SAFE Act requirements.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support for employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed