Financial Solutions Advisor Registration - Chicago Market

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC;
Safe Act;
Loan Originators; FINRA.

As a Financial Solutions Advisor Stage I (FSA I), you will begin your career by obtaining the required Securities Industry licenses, including SIE, Series 7 and Series 66. After licensing, you will receive training and coaching to develop the foundational skills needed to serve clients—building and managing relationships, understanding complex financial situations, and providing personalized advice while humanizing interactions. Successful completion of Stage I will lead to progression into Stage II, where you will deepen client relationships and advance within Bank of America and Merrill.

• Obtain and maintain all required securities industry licenses within specified time frames.
• Build, nurture, and grow a portfolio of client relationships in a financial center setting.
• Apply a consultative approach to identify client needs and recommend appropriate financial solutions.
• Deliver client reviews and presentations with confidence and professionalism.
• Collaborate with core banking and investment partners to provide comprehensive financial services.
• Adhere to SAFE Act registration requirements and complete all required background checks.

• Build a successful career through world‑class training and onboarding.
• Receive training and one‑on‑one coaching from Academy managers who are invested in your success.
• Grow business knowledge through a defined consultative client approach.
• Earn the SIE, Series 7, and Series 66 licenses (or approved substitutions) within the stipulated timelines.
• Build a professional network by engaging with banking customers, small business owners, and high‑net‑worth clients.
• Provide end‑to‑end comprehensive advice and recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners to meet virtually all client financial needs.

• Aptitude for obtaining the required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience cultivating client relationships and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results‑driven mindset with a client‑centric focus in a fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

• Current holder of FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree or a minimum of 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

High School Diploma / GED / Secondary School or equivalent.

Monday – Friday and rotating Saturdays.

1st shift (United States of America)

40

US - IL - Oak Lawn - 4200 W 95th St - OAK LAWN EAST (IL4475)

$28.85 - $33.65 hourly pay, offers determined based on experience, education and skill set.

This role is compensated with a base salary and is not incentive eligible. It is benefits eligible. Bank of America provides industry‑leading benefits, paid time off, and other resources to support employees in impacting the sustainable growth of the business and the communities served.