Financial Solutions Advisor Registration - Pinnacle Park Financial Center

Job Description

As a Financial Solutions Advisor Stage I (FSA I), you will obtain your Securities Industry licenses, receiving dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams. Once licensed, you will be taught foundational advisory skills—acquiring, building, and managing client relationships, evaluating complex financial pictures, and guiding clients toward solutions that help them live their best financial lives.

You will then work in a financial center, delivering Bank of America’s core banking and investment solutions while providing client care.

You will begin in stage I, and once your performance and licensing milestones are achieved, you will progress to Financial Solutions Advisor Stage II, where you will deepen and expand relationships within a client portfolio. This progression opens paths for advancement across Bank of America and Merrill, supported by Academy programs, tools, and resources.

Note:

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 or maintain SAFE Act registration may result in immediate termination.

• Build a successful career through world‑class training and onboarding.
• Receive one‑on‑one coaching from Academy managers invested in your success.
• Grow business knowledge using a consultative approach to identify client needs and solutions.
• Earn SIE, Series 7, and Series 66 licenses (or 63 & 65 in lieu of 66) within specified deadlines—SIE within 30 days of hire, Series 7 & 66 within 120 days.
• Build a network by interacting with diverse clients—from banking customers and small businesses to high‑net‑worth individuals.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations confidently, and recommend strategies aligned to client goals.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions that meet virtually all financial needs.

• Aptitude for obtaining required industry licenses.
• Self‑disciplined time and capacity management.
• Experience cultivating client relationships and recommending solutions.
• Strong communication and collaboration skills, building peer relationships.
• Results‑driven mindset prioritizing client interests in a complex, fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

• Completion of SIE (Securities Industry Essentials).
• Bachelor’s degree and/or at least one year of financial services 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, rotating Saturdays.

1st shift (United States of America)

40