Financial Solutions Advisor Registration - Pioneer Valley Market

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth, including our commitment to an inclusive workplace, cultivating exceptional talent, supporting teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.

Bank of America is committed to an in‑office culture with specific attendance requirements and appropriate flexibility based on role‑specific considerations.

As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66). After licensing, you will be trained in foundational advisory skills, including acquiring, building, and managing client relationships, assessing complex financial pictures, and guiding clients with personalized advice and solutions to improve their financial lives. You will help deliver Bank of America’s core banking and investment solutions while working in a financial center.

Upon achieving success, you will typically progress to Stage II, where you will deepen client relationships within a portfolio and advance into multiple roles across Bank of America and Merrill. The Academy provides supportive programs, tools, and resources throughout your career. This position requires SAFE Act registration; failure to obtain or maintain registration may result in immediate termination.

• Build a successful career at Bank of America through world‑class training and onboarding programs.
• Receive training and one‑on‑one coaching from Academy managers invested in your success.
• Grow your business knowledge by applying a defined consultative approach with clients.
• Earn your SIE, Series 7 and Series 66 licenses through structured lessons and dedicated study time, meeting the required time frames.
• Build your network at a financial center by interacting with banking customers, small business owners, and high‑net‑worth clients.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their goals.
• Collaborate with core banking and investment partners, connecting clients to solutions across Bank of America and Merrill.

• Aptitude for obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience cultivating client relationships and recommending solutions.
• Strong peer collaboration through effective communication.
• Result‑driven mindset with prioritization of client interests in a fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Quick learning and adaptation to new technology or applications.

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Monday – Fridays and rotating Saturdays.

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

High School Diploma / GED / Secondary School or equivalent.

1st shift (United States of America).

40.

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

This role is compensated with a base salary and is not incentive eligible.

Benefits:
This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources, and support so employees can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.