Financial Solutions Advisor Registration - DFW Market

Job Description

As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining your Securities Industry licenses, receiving dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After obtaining your licenses, you will learn foundational skills to become an advisor, including acquiring, building, and managing client relationships and providing comprehensive financial advice. You will work in a financial center, supporting Bank of America’s core banking, investment solutions, and client care initiatives.

Successful completion of this stage typically leads to progression to Financial Solutions Advisor Stage II, where you will deepen relationships within your client portfolio and gain opportunities to advance within Bank of America and Merrill. The Academy will support you with dedicated programs, tools, and resources throughout your career journey.

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.

• 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 who are invested in your growth.
• Grow your business knowledge using a defined consultative approach to systematically identify client needs and appropriate solutions.
• Earn your SIE, Series 7, and Series 66 licenses (66 acceptable in lieu of 63 and 65) within required time frames: SIE in 30 days of hire and Series 7 & 66 within 120 days.
• Build your network by interacting with banking customers, small business owners, and higher net worth clients.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners, connecting clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

• Aptitude in obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Results‑driven mindset while prioritizing client interest in a complex, fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Monday – Friday with rotating Saturdays; 1st shift (United States of America).

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipedline 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.

This position is open for the entire market. The specific Financial Center location will be determined based on business needs. If offered, you will train at one financial center and may begin your role in a phone‑based capacity until a suitable center location within reasonable commuting distance is established, to the extent permitted by applicable law.