Financial Solutions Advisor Registration - Midtown Center Financial Center

Overview

Bank of America is committed to fostering an inclusive workplace and encouraging responsible growth. The Financial Solutions Advisor Stage I (FSA I) role begins with obtaining necessary securities licenses and progressing through training to become an advisor who builds and manages client relationships while delivering financial solutions.

• Obtain Securities Industry License (SIE), Series 7 and Series 66 within specified timelines.
• Learn and apply foundational advisory skills including acquiring, building, and managing client relationships.
• Provide end‑to‑end comprehensive financial advice and conduct client reviews and presentations.
• Collaborate with core banking and investment partners to deliver solutions that meet clients’ needs.
• Transition from training to working in a financial center to deliver core banking and investment solutions.

• Aptitude for obtaining required industry licenses.
• Self‑disciplined time and capacity management.
• Experience in cultivating client relationships, identifying needs, and recommending financial solutions.
• Strong communication and collaboration skills with a results‑driven mindset.
• Ability to execute multiple tasks simultaneously and adapt to new technology.
• Must obtain Series 7 and 66 within 120 days and SIE within 30 days of hire.

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

• Position is subject to the SAFE Act. Employees must register and submit to the required background check and registration process.
• Failure to obtain or maintain SAFE Act registration may result in immediate termination.

Weekly

Schedule:

Monday through Friday, with rotating Saturdays required.

Shift: 1st shift (United States of America).

Hours per week: 40.

This role requires in‑office attendance in a specified financial center.