Financial Solutions Advisor Registration - Jackson - MAPLE, MI

Job Overview

Financial Solutions Advisor Stage I (FSA I) at Bank of America. Your journey begins with obtaining Securities Industry licenses and dedicated training. Once licensed, you will work in a financial center to deliver core banking, investment solutions, and client care, and progress into Stage II and other roles.

Obtain Securities Industry Essentials (SIE) within 30 days of hire, and Series 7 and Series 66 (or 63 & 65 in lieu of 66) within 120 days. All employees are subject to the SAFE Act registration requirements and must pass a background check. Failure to obtain or maintain SAFE Act registration may result in termination.

• Receive training and one‑on‑one coaching from Academy managers.
• Build, acquire, and manage client relationships.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations.
• Collaborate with core banking and investment partners to meet client financial needs.
• Connect clients to solutions offered by Bank of America and Merrill.
• Identify client needs and recommend appropriate financial strategies.

• Aptitude in obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience cultivating client relationships, accessing needs, and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Results‑driven mindset while prioritizing client interests in a complex, fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technologies or applications.

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• 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, trading.

High School Diploma / GED / Secondary School or equivalent.

Monday – Friday and rotating Saturdays, 1st shift (United States of America), 40 hours per week.