Financial Solutions Advisor Registration - Trenhom Road Financial Center

Overview

Financial Solutions Advisor Stage I (FSA I) at Bank of America. This role focuses on building foundations for client relationships, obtaining securities licenses, and delivering comprehensive financial solutions to clients in collaboration with banking and investment partners.

• Obtain required securities licenses (SIE, Series 7, Series 66; 63 & 65 accepted in lieu of 66) through dedicated study and structured lessons.
• Build foundational advisor skills: acquire, build, and manage client relationships while assessing a client’s financial picture and providing guidance and solutions to help clients meet their financial goals.
• Work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care approaches.
• Progress to the next role (Financial Solutions Advisor Stage II) after achieving key milestones and applying learned skills to a growing client portfolio.
• Participate in training and coaching programs provided by the Academy and related resources throughout your career journey.
• Adhere to SAFE Act registration requirements for residential mortgage originations, including background checks and ongoing compliance; failure to obtain/maintain registration may result in termination.
• Provide end-to-end, comprehensive advice; deliver client reviews and presentations; recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with core banking and investment partners; connect clients to Bank of America and Merrill solutions to meet diverse financial needs.
• Develop and grow your professional network from a financial center base, engaging with banking customers, small business owners, and higher-net-worth clients as appropriate.

• Required
  :
  Aptitude to obtain required industry licenses; strong time management and capacity management; experience cultivating client relationships; effective communication and collaboration; results-driven with client interests prioritized in a fast-paced environment; ability to manage multiple tasks; adaptability to new technology or applications.
• Desired
  : 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
• Trading

• Minimum Education Requirement:
  High School Diploma / GED / Secondary School or equivalent

• Monday – Friday with rotating Saturdays
• Hours per Week: 40
• Shift: 1st shift (United States of America)

Note:

This description reflects job requirements and does not constitute a contract of employment.