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About the Role

As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses through dedicated classes for SIE, Series 7, and Series 66 Exams. Upon licensing, you will learn foundational advisor skills, including client relationship management and financial guidance. You will then work in a financial center to deliver core banking and investment solutions, with support and development through various stages.

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, investment solutions and approach to client care.
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 to meet their financial needs.

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.
Must register with the federal registry system and remain in good standing for SAFE Act.
Must obtain SIE within 30 days of being hired.
Must obtain Series 7 & 66 within 120 Days.

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

Entire market

Work Type

In-office
Full-time

Experience Level

Stage I

Education Level

Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

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.
This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make 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. Join us!