Financial Solutions Advisor - Registration - College Station Area

Overview

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. We are committed to an inclusive workplace, attracting and developing exceptional talent, supporting teammates’ wellness, recognizing performance, and making an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and flexibility based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your Securities Industry licenses, including dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. After obtaining licenses, you will learn foundational skills to be an advisor—acquiring, building and managing client relationships, considering a client’s complex financial picture, and guiding them with advice and solutions to help them live their best financial lives, while humanizing financial interactions.

You will begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. We will equip you with everything you need as you progress through the stages of development.

After demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will continue to practice the skills learned by growing and deepening relationships within a portfolio of clients. The Academy will support you with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in termination.

We’ll help you:

• Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days — a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations confidently, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Successful in building strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing the client’s interests in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired

Qualifications:

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Bi-lingual Spanish speaking

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

Shift:

1st shift (United States of America)

Hours Per Week:

40