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About the Role

As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses, learn foundational advisor skills, and work in a financial center to deliver banking and investment solutions. You will be equipped with everything needed to progress through development stages and potentially advance to Financial Solutions Advisor Stage II.

Responsibilities

Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses.
Acquire, build, and manage client relationships.
Consider 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 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.
Must obtain SIE within 30 days of being hired.
Must obtain Series 7 & 66 within 120 Days.
Subject to SAFE Act registration requirements.
Must register and submit to the required SAFE Act 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

US - NY - New York - 750 3rd Ave (NY5160)

Work Type

Full-time
Onsite

Experience Level

Entry Level

Education Level

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

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 and providing a culture of caring is core to how we drive Responsible Growth.
We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
We value the unique perspectives individuals bring from all backgrounds and career paths.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Equal Opportunity

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.