Financial Solutions Advisor Registration - Lake Barcroft Financial Center

Job Overview

Financial Solutions Advisor Stage I (FSA I) – responsible for obtaining required securities industry licenses, building and managing client relationships, and driving financial solutions for customers at Bank of America financial centers.

• Obtain Securities Industry Essentials (SIE) license within 30 days of hire.
• Complete Series7 and Series
  66 (or 63&65) licenses within 120 days.
• Develop consultative relationships with banking customers, small‑business owners, and high‑net‑worth clients.
• Provide comprehensive, client‑centric financial advice and present strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners to meet client needs.
• Maintain SAFE Act registration, including background check and ongoing compliance.
• Participate in Academy training and one‑on‑one coaching programs.

• Ability to obtain required industry licenses.
• Self‑disciplined time and capacity management skills.
• Experience establishing and cultivating client relationships and recommending solutions.
• Strong communication and collaborative skills to build peer relationships.
• Results‑driven mindset with the ability to prioritize clients in a fast‑paced environment.
• Capacity to handle multiple tasks and adapt to new technology.

• Holder of FINRA Securities Industry Essentials (SIE) license.
• Bachelor’s degree or minimum one year of financial services or sales experience.
• Skills in client experience, branding, advisory, investment management, pipeline and referral management, executive presence, oral communication, and risk management.

• Weekly schedule:
  Monday‑Friday, with some Saturdays required.
• Shift: 1st shift (United States of America).
• Hours per week: 40.

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