Financial Solutions Advisor Registration Candidate- Research Boulevard Financial Center

Overview

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and flexibility based on role-specific considerations. If you join as a Financial Solutions Advisor Stage I, you will begin by obtaining Securities Industry licenses and receiving dedicated classes for SIE, Series 7 and Series 66 Exams. After earning licenses, you will learn foundational advisory skills, build client relationships, and guide clients with advice and solutions to help them live their best financial lives, while humanizing financial interactions. The Academy supports you with tools and resources as you progress through the stages of development.

This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and complete the SAFE Act background check. Failure to obtain or maintain SAFE Act registration may result in termination.

Base pay range

$28.00/hr - $33.00/hr

Responsibilities

• Build a successful career at Bank of America through world-class training and onboarding programs.
• Receive training and one-on-one coaching from Academy managers invested in your success.
• Grow knowledge by using a defined consultative approach to identify client needs and appropriate solutions.
• Earn required licenses (SIE, Series 7 and Series 66; 63 & 65 accepted in lieu of 66) with structured study plans and timelines (SIE within 30 days; Series 7 & 66 within 120 days).
• Develop and manage relationships within a portfolio of clients, delivering end-to-end comprehensive advice and client reviews.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.

Required Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Strong ability to build peer relationships through effective communication and collaboration.
• Results-driven mindset with a focus on client interests in a fast-paced environment.
• Ability to manage multiple tasks concurrently.
• Willingness to learn and adapt to new technology or applications.

Desired Qualifications

• Bachelor’s degree and/or at least one year of financial services industry or sales experience.

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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Schedule

Monday – Friday and rotating Saturdays

Hours Per Week

40