Financial Solutions Advisor Registration - Alpharetta Market

Financial Solutions Advisor Stage I

The role begins by obtaining Securities Industry licenses (Securities Industry Essentials, Series 7, Series 66). After licensing, the advisor will acquire, build, and manage client relationships, analyze complex financial situations, and provide advice and solutions to help clients achieve their financial goals.

Once licensed, the advisor will work in a financial center to deliver Bank of America’s core banking and investment solutions.

This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain registration may result in immediate termination.

• Build a successful career at Bank of America through world‑class training and onboarding programs.
• Receive training and one‑on‑one coaching from Academy managers.
• Grow business knowledge by using a defined consultative approach to identify client needs and recommend appropriate solutions.
• Earning your SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) within required time frames.
• 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 financial goals.
• Collaborate with core banking and investment partners to connect clients to solutions through Bank of America and Merrill.

• Aptitude for obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience cultivating client relationships, identifying needs, and recommending solutions.
• 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.
• Learning and adapting to new technology or applications.

• Currently holds FINRA Securities Industry Essentials (SIE).
• 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

Monday through Friday, with occasional Saturdays required.

1st shift (United States of America)

40