National Financial Solutions Advisor ; Series
Job in
Lincoln, Providence County, Rhode Island, 02865, USA
Listed on 2026-05-07
Listing for:
Bank of America
Full Time
position Listed on 2026-05-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Banking & Finance, Financial Sales
Job Description & How to Apply Below
East Providence, Rhode Island;
Lincoln, Rhode Island
** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge (
-1)
** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge (
-1)
Refer a friend
** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge (
-1)
** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge (
-1)
*
* Job Description:
*
* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
*
* Job Description:
*
* Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.
As a
** National Financial Solutions Advisor (NFSA I)** , your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals;
solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.
Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey.
** We'll help you*
* +
** Build a successful career
** at Bank of America through world-class training and on-boarding programs that set you up for success.
+
** Get training and one-on-one coaching
** from Academy managers who are invested in your success.
+
** Grow your business knowledge
** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+
** Build your network.
** You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+
** Provide end-to-end comprehensive advice,
** deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
+
** Collaborate with core banking and investment partners.
** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
** As a Financial Solutions Advisor, you can look forward to*
* + Unlimited potential for financial growth.
+ Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
+ Robust marketing support to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
** We're a culture which*
* + Believes in responsible growth and has a proven dedication to supporting the communities we serve.
+ Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
+ Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
*
* Required Qualifications:
*
* + Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
+ Is…
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