Financial Solutions Advisor Registration - Richland

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. In this role you will begin by obtaining your Securities Industry licenses through dedicated training for the SIE, Series 7 and Series 66 Exams. Once licensed, you will learn foundational skills to advise clients on their financial picture and help them achieve their goals.

• Complete required training and obtain the SIE within 30 days of hire, and Series 7 and Series 66 within 120 days.
• Build, manage, and grow client relationships at a financial center.
• Conduct client reviews and presentations, recommending strategies to meet financial goals.
• Collaborate with core banking and investment partners to provide comprehensive solutions.
• Maintain SAFE Act registration requirements and complete background checks.
• Adhere to the Monday–Friday schedule with rotating Saturdays and 1st shift hours.

• Spanish speaker required.
• Self‑disciplined time and capacity management.
• Experience cultivating client relationships and recommending solutions.
• Strong communication, collaboration, and results‑driven mindset.
• Ability to execute multiple tasks in a fast‑paced environment.
• Adaptability to new technology or applications.
• High School Diploma / GED / Secondary School or equivalent.

• Current holder of FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree or at least one year of financial services or sales experience.
• Experience in client experience branding, client solutions advisory, investment management, pipeline management, referral management, client management, portfolio management, prospecting, referral identification, business acumen.
• Executive presence, oral communications, risk management, trading experience.

• Schedule:
  
  Monday – Friday with rotating Saturdays.
• Shift: 1st shift (United States).
• Hours per week: 40.
• Hourly pay: $28.85–$33.65, based on experience, education and skill set.
• No incentive compensation; base salary only.

• Benefits eligible with industry‑leading benefits, paid time off, and support resources.

• This position is subject to SAFE Act registration requirements; failure to maintain registration may result in termination.
• Equal opportunity employment statement is implied as a core principle of the organization.