Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses (SIE, Series 7, Series 66) and learn foundational skills to acquire, build, and manage client relationships. You will guide clients with advice and solutions to help them achieve their financial goals. Upon demonstrating success, you will progress to Financial Solutions Advisor Stage II and have opportunities for advancement within Bank of America and Merrill.

Responsibilities

Obtain Securities Industry licenses (SIE, Series 7, Series 66).
Acquire, build, and manage client relationships.
Consider a 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 client care.
Grow and deepen relationships within a portfolio of clients.
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.

Requirements

Aptitude in obtaining required industry licenses.
Must be 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.
Subject to SAFE Act registration requirements, including background check and registration process.
Must obtain SIE within 30 days of hire.
Must obtain Series 7 & 66 within 120 days of hire.

Skills

Advisory
Account Management
Client Experience Branding
Customer and Client Focus
Oral Communications
Issue Management
Client Solutions Advisory
Pipeline Management
Active Listening
Attention to Detail
Risk Management
Policies, Procedures, and Guidelines
Client Management
Causation Analysis
Written Communications

Location

Market-wide (specific Financial Center location based on business needs)

Work Type

In-office
Full-time

Experience Level

Entry Level

Education Level

High School Diploma / GED / Secondary School or equivalent
Bachelor’s degree (desired)
Minimum of one year of financial services industry or sales experience (desired)

Benefits

World-class training and on-boarding programs
Training and one-on-one coaching from Academy managers
Dedicated programs, tools, and resources

About the Company

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection.
We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth.
Commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting teammate wellness, recognizing and rewarding performance, and making an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.