Financial Solutions Advisor Registration Candidate - Crossings at Hobart, IN

Job Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. This role is part of the Financial Solutions Advisor Stage I (FSA I) program, which provides world‑class training, licensing support, and on‑boarding to build a successful career in financial advising. Key Responsibilities Obtain Securities Industry Essentials (SIE), Series7 and Series66 licenses within 30 and 120 days of hire, respectively. Develop, acquire, and manage client relationships using a consultative approach to identify needs and recommend tailored financial solutions. Undertake comprehensive client reviews and presentations, delivering advice that aligns with clients’ financial goals and life priorities. Collaborate with core banking and investment teams to connect clients with Bank of America and Merrill products, ensuring coverage of all financial needs. Participate in the Academy’s training programs, coaching sessions, and ongoing professional development to advance through FSAI to StageII. Maintain compliance with SAFE Act registration, completing required background checks and registrations for residential mortgage originations. Required Qualifications Proven aptitude for obtaining industry licenses and self‑discipline in managing time and capacity. Experience in cultivating client relationships, assessing needs, and recommending solutions. Strong interpersonal skills with a results‑driven mindset in a fast‑paced environment. Ability to execute multiple tasks simultaneously and adapt to new technology or applications. Desired Qualifications Current FINRA Security Industry Essentials (SIE) certification. Bachelor’s degree and/or minimum one year of financial services or sales experience. Skills in account management, branding, customer focus, oral and written communication, issue and risk management, pipeline management, active listening, and causation analysis. Work Hours and Schedule Weekly schedule: Monday through Friday, with some Saturdays required. Shift: first shift (United States). Hours per week: 40. Compliance Note This position requires SAFE Act registration and ongoing compliance with residential mortgage originations. Failure to maintain registration may result in immediate termination. #J-18808-Ljbffr Bank of America