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Financial Solutions Advisor Registration Candidate- Central Market

$28.85 - $33.65 per hour

Bank of America

Job Description Position: Financial Solutions Advisor Stage I (FSA I) – Bank of America. As a Financial Solutions Advisor Stage I, responsibilities include obtaining Securities Industry licenses (SIE, Series 7, Series 66), participating in training programs, building and managing client relationships, understanding clients’ financial situations, and providing comprehensive advice and solutions to help them achieve financial goals. Upon successful completion of the initial stage, you will transition to Financial Solutions Advisor Stage II, deepening client relationships and working with a portfolio of clients across Bank of America and Merrill. Required Qualifications Aptitude in obtaining required industry licenses. Must obtain Securities Industry Essentials (SIE) license within 30 days of hire and Series 7 & 66 within 120 days. Self‑disciplined in managing time and capacity. Experience cultivating client relationships, accessing needs and recommending solutions. Strong peer relationships through effective communication and collaboration. Results‑driven mindset while prioritizing client interest in a fast‑paced environment. Ability to execute multiple tasks simultaneously. Ability to learn and adapt to new technology or applications. Must register for the SAFE Act and maintain registration; failure may result in termination. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE). Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Schedule Monday – Friday; rotating Saturdays. Shift 1st shift (United States of America). Hours per week 40 hours. Benefits World‑class training and onboarding programs. One‑on‑one coaching from Academy managers. Comprehensive client advice and presentation opportunities. Collaboration with core banking and investment partners. Paid time off and other industry‑leading benefits. Resources and support to enable work‑life balance. Pay Hourly pay range $28.85 – $33.65, based on experience, education, and skill set. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
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