Financial Solutions Advisor Registration - Brentwood Financial Center

Job Summary

As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses (Securities Industry Essentials [SIE], Series 7, and Series 66). Once licensed, you will learn foundational skills to advise clients on their financial picture and help them live their best financial lives. You will work in a financial center delivering Bank of America’s core banking and investment solutions and client care.

• Obtain and maintain federal securities licenses (SIE, Series 7, Series 66) and meet registration requirements.
• Acquire, build, and manage client relationships; assess clients’ financial needs and provide comprehensive advice.
• Deliver client reviews and presentations with confidence; recommend strategies to achieve financial goals.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions.
• Develop a pipeline of client opportunities, manage referrals, and grow your business within a portfolio.
• Apply consultative approach to identify client needs and appropriate solutions.

• Ability to obtain required industry licenses (SIE, Series 7, Series 66).
• Self‐disciplined time and capacity management.
• Experience cultivating client relationships and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results‐driven mindset prioritizing client interests in a fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Comfortable learning and adapting to new technology or applications.

• Holding FINRA Securities Industry Essentials (SIE).
• Minimum one year of financial services or sales experience.
• Relevant bachelor’s degree (or equivalent experience).

• Client Experience and 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, or secondary school equivalency.
• Work schedule:
  
  Monday – Friday, with rotating Saturdays.
• Shift: First shift (United States of America).
• Hours per week: 40.

Hourly pay range: $28.85 to $33.65. Benefits eligible. Pay transparency information can be found at

Position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register and maintain a good standing in the federal registry system. Failure to obtain or maintain SAFE Act registration may result in immediate termination. Privacy Statement: