Financial Solutions Advisor Registration Candidate - Lake Barcroft Financial Center

Job Overview Financial Solutions Advisor Stage I (FSA I) – responsible for obtaining required securities industry licenses, building and managing client relationships, and driving financial solutions for customers at Bank of America financial centers. Key Responsibilities Obtain Securities Industry Essentials (SIE) license within 30 days of hire. Complete Series7 and Series66 (or 63&65) licenses within 120 days. Develop consultative relationships with banking customers, small‑business owners, and high‑net‑worth clients. Provide comprehensive, client‑centric financial advice and present strategies to help clients achieve financial goals. Collaborate with core banking and investment partners to meet client needs. Maintain SAFE Act registration, including background check and ongoing compliance. Participate in Academy training and one‑on‑one coaching programs. Required Qualifications Ability to obtain required industry licenses. Self‑disciplined time and capacity management skills. Experience establishing and cultivating client relationships and recommending solutions. Strong communication and collaborative skills to build peer relationships. Results‑driven mindset with the ability to prioritize clients in a fast‑paced environment. Capacity to handle multiple tasks and adapt to new technology. Desired Qualifications Holder of FINRA Securities Industry Essentials (SIE) license. Bachelor’s degree or minimum one year of financial services or sales experience. Skills in client experience, branding, advisory, investment management, pipeline and referral management, executive presence, oral communication, and risk management. Schedule & Employment Details Weekly schedule: Monday‑Friday, with some Saturdays required. Shift: 1st shift (United States of America). Hours per week: 40. Privacy statement: #J-18808-Ljbffr Bank of America