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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. After demonstrating success, you will progress to Financial Solutions Advisor Stage II, with opportunities for further advancement within Bank of America and Merrill.

Responsibilities

Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses.
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 by Bank of America and Merrill.

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.
Subject to SAFE Act registration requirements, including background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

Skills

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
Risk Management

Location

1066 Lexington Ave, New York, NY

Work Type

Full-time
Onsite

Experience Level

Stage I

Education Level

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (Desired)

Salary/Compensations

$28.85 - $33.65 hourly pay

Benefits

Industry-leading benefits
Access to paid time off
Resources and support

About the Company

At Bank of America, we are 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.