Financial Solutions Advisor Registration - Daniels Crossing Financial Center
Listed on 2026-07-24
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Financial Solutions Advisor Stage I (FSA I)
As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses (Securities Industry Essentials, Series7, Series
66) through dedicated training and pass the required exams. You will learn the foundational skills to build, manage, and deepen client relationships, assess clients’ complex financial situations, and provide tailored financial solutions.
After achieving your key milestones, you will work in a financial center, delivering Bank of America’s core banking and investment services while driving client care. Successful completion of StageI leads to progression to Financial Solutions Advisor StageII and further career growth within Bank of America and Merrill.
Key Responsibilities- Obtain and maintain Securities Industry licenses (SIE, Series7, Series
66). - Build and manage client relationships, assess financial needs, and recommend appropriate solutions.
- Deliver Bank of America core banking and investment solutions and provide comprehensive client reviews.
- Collaborate with banking and investment partners to meet clients’ financial needs.
- Progress to StageII by deepening client engagement and expanding your portfolio.
- Aptitude for obtaining industry licenses.
- Self‑disciplined with the ability to manage time and capacity.
- Experience cultivating client relationships, identifying needs, and recommending solutions.
- Results‑driven mindset prioritizing clients’ interests in a fast‑paced environment.
- Ability to execute multiple tasks simultaneously.
- Adaptability to new technology or applications.
- Current FINRA Securities Industry Essentials holder.
- Bachelor’s degree and/or at least one year of financial services or sales experience.
- Strong skills in client experience, branding, client solutions, advisory, investment management, pipeline management, referral management, client management, customer focus, portfolio management, prospecting, referral identification, business acumen, executive presence, oral communications, and risk management.
Monday through Friday, with some Saturdays required.
Hours and Shift40 hours per week on 1st shift (United States of America).
SAFE Act registration is required and may be terminated if registration is not maintained.
Privacy Statement:
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).