Financial Solutions Advisor Registration - Tulsa Market

Job Description

Financial Solutions Advisor Stage I (FSA I) at Bank of America is an entry‑level advisor role that provides foundational training in securities, client relationship management, and financial advisory services. The position requires acquisition of Securities Industry Essentials (SIE), Series 7 and Series 66 licenses within specified timelines, SAFE Act registration, and participation in a structured academy program.

• Complete licensing program (SIE within 30 days, Series 7 and 66 within 120 days).
• Attend Academy training and one‑on‑one coaching sessions.
• Build and manage a portfolio of client relationships through consultative advisory.
• Deliver client reviews and presentations with confidence.
• Collaborate with core banking and investment teams to deliver integrated solutions.
• Maintain SAFE Act registration and comply with background check and registration requirements.
• Work a Monday to Friday schedule, with some Saturdays required, during the 1st shift (U.S.).

• Strong aptitude for obtaining regulatory licences.
• Self‑discipline in managing time and capacity.
• Experience in cultivating client relationships and recommending solutions.
• Effective communication and collaboration skills to build peer relationships.
• Results‑driven mindset with a focus on clients’ interests in a fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Apprentice to new technology or applications.

• Bachelor’s degree and/or at least one year of financial services industry or sales experience.

• Advisory
• Account Management
• Client Experience Branding
• Customer & Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

1st shift (United States of America)

40

High School Diploma / GED / Secondary School or equivalent