Financial Solutions Advisor Registration - East Dallas Market

Job Description

As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, you will learn foundational advisory skills, build and manage client relationships, and guide clients with solutions tailored to their financial goals. You will work in a financial center to deliver core banking and investment solutions while maintaining a humanized approach to client care.

Progressing from Stage I to Stage II allows further growth in client relationships and career advancement within Bank of America and Merrill. This position requires SAFE Act registration and compliance with background checks; failure to maintain registration may result in termination.

• Build a successful career through world‑class training and onboarding.
• Receive training and one‑on‑one coaching from Academy managers.
• Grow business knowledge by applying a consultative approach to identify client needs and solutions.
• Earn required licenses (SIE, Series 7, Series 66) within specified time frames.
• Build a 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.
• Collaborate with core banking and investment partners to connect clients to solutions that meet virtually all financial needs.

• Aptitude to obtain required industry licenses.
• Self‑disciplined time and capacity management.
• Experience cultivating client relationships and recommending solutions.
• Ability to establish strong peer relationships through effective communication and collaboration.
• Results‑driven mindset prioritizing client interest in a complex, fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Adaptation to new technology or applications.

• Securities Industry Essentials (SIE) license.
• 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 – Fridays and rotating Saturdays

1st shift (United States of America)

40