Financial Solutions Advisor Registration - Lake Forest, IL

Job Overview

Financial Solutions Advisor Stage I (FSAI) is a role that supports Bank of America's mission to help make financial lives better. The position starts with acquiring industry licenses and training, and then moving into client‑facing activities within a financial center.

• Obtain and maintain Securities Industry Essentials (SIE), Series7 and Series
  66 licenses within the required timelines.
• Acquire, build and manage client relationships across retail, small‑business and high‑net‑worth segments.
• Assess clients’ complex financial picture and provide comprehensive advice, including guidance on banking, investment and financial planning solutions.
• Deliver client reviews and presentations with confidence and recommended strategies to help clients achieve their goals.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill products.
• Register for the SAFE Act and complete any required background checks; maintain safe‑act registration status.
• Work a 40‑hour week, 5 days a week, with occasional Saturdays; single‑shift (1st shift) schedule.

• Aptitude for obtaining required industry licenses.
• Self‑disciplined time and capacity management.
• Experience cultivating client relationships, identifying needs and recommending solutions.
• Results‑driven mindset with a client‑centric approach in a fast‑paced environment.
• Strong communication, collaboration and active listening skills.
• Proficient with technology applications and learning new systems.

• Current holder of FINRA SIE.
• Bachelor’s degree and/or at least one year of financial services or sales experience.
• Skills in advisory, account management, client focus, oral/written communication, risk management and pipeline management.

Base hourly pay range: $28.85–$33.65 per hour, depending on experience, education and skill set. The role is not incentive eligible but is benefits eligible. Pay transparency information is available on the company website.

Benefits include industry‑leading health and wellness programs, paid time off and support for physical, emotional and financial well‑being.