Financial Solutions Advisor Registration - Harbor-Edinger Financial Center

Job Description

The Financial Solutions Advisor Stage I (FSA I) is responsible for obtaining the required Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the advisor builds, manages, and grows client relationships, assessing clients’ complex financial situations and providing tailored advice and solutions. The role includes delivering Bank of America’s core banking services and investment solutions at a financial center, collaborating with core banking and investment partners, and contributing to the bank’s client care objectives.

• Complete all required training and licensing within the specified timelines.
• Build and maintain client relationships, identifying needs and recommending appropriate solutions.
• Provide end‑to‑end comprehensive financial advice and conduct client reviews and presentations.
• Collaborate with banking and investment partners to connect clients with the full range of Bank of America and Merrill products.
• Meet or exceed performance metrics related to client acquisition and retention.

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

• Current FINRA Securities Industry Essentials (SIE) license.
• Bachelor’s degree and/or at least one year of financial services industry 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

Monday – Fridays and rotating Saturdays

1st shift (United States of America)

40

Hourly pay range: $28.85 – $33.65. This role is not incentive eligible but provides industry‑leading benefits, paid time off, and resources that support employees’ personal and professional growth.