Financial Solutions Advisor Registration - Tulsa Market

Job Description

As a Financial Solutions Advisor Stage I (FSA I), the role begins with obtaining Securities Industry licenses, receiving dedicated classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams. After securing the licenses, you are taught foundational advisory skills, from acquiring, building and managing client relationships to guiding clients through complex financial situations and providing humanized financial interactions.

Successful completion leads to working in a financial center, delivering Bank of America’s core banking, investment solutions and client care.

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. Failure to obtain and maintain SAFE Act registration may result in immediate termination.

Monday through Friday, with occasional Saturdays required.

Schedule Example: 8 am-5 pm or 9 am-6 pm.

• Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
• Receive training and one-on-one coaching from Academy managers focused on your development.
• Grow your business knowledge using a consultative approach to identify client needs and appropriate solutions.
• Earn the SIE, Series 7, and Series 66 licenses (or 63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time; you must obtain your SIE within 30 days of hiring and Series 7 & 66 within 120 days.
• Build your network by interacting with banking customers, small business owners and higher net-worth clients in a financial center.
• Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to solutions from Bank of America and Merrill that meet virtually all their financial needs.

• Aptitude in obtaining required industry licenses.
• Self-disciplined time and capacity management.
• Experience cultivating client relationships, accessing needs and recommending solutions.
• Successful creation of strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a focus on clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Adaptive learning to new technology or applications.

• Bachelor’s degree or minimum one year of financial services industry or sales experience.

• 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

High School Diploma / GED / Secondary School or equivalent.

1st shift (United States of America)

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