Financial Solutions Advisor - Registration Candidate - Austin Area
About the role
As a Financial Solutions Advisor Stage I (FSA I), you begin by obtaining your Securities Industry licenses (SIE, Series 7, and Series 66) through dedicated, personalized classes. Once licensed, you will learn foundational advisory skills — acquiring, building, and managing client relationships, assessing complex financial pictures, and delivering advice and solutions that help clients live their best financial lives. After reaching key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. Successful FSAs typically progress to Financial Solutions Advisor Stage II, where they deepen relationships within a client portfolio, with further advancement opportunities across Bank of America and Merrill. The Academy provides ongoing programs, tools, and resources throughout your career.
This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system, submit to a SAFE Act background check, and maintain registration in good standing. Failure to obtain or maintain registration may result in immediate termination.
Responsibilities
- Complete structured training to earn Securities Industry Essentials (SIE) within 30 days of hire and Series 7 & 66 (or 63 & 65) within 120 days.
- Receive one-on-one coaching from Academy managers invested in your success.
- Use a defined consultative approach to systematically identify client needs and recommend appropriate solutions.
- Build your network by interacting with banking customers, small business owners, and higher-net-worth clients at a financial center, leveraging relationships with one in two U.S. households.
- Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve financial goals and life priorities.
- Collaborate with core banking and investment partners to connect clients to solutions across Bank of America and Merrill.
Required Qualifications
- Aptitude for obtaining required industry licenses.
- Self-discipline in managing time and capacity.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
- Ability to execute multiple tasks simultaneously.
- Ability to learn and adapt to new technology or applications.
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.
- Spanish speaking ability.
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
Education
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
Schedule
- Monday – Fridays and rotating Saturdays
- Shift: 1st shift (United States of America)
- Hours Per Week: 40
Location & Work Arrangement
This position is open for the entire market; the specific Financial Center location will be based on business needs. If offered a position, you will train at one financial center and then potentially begin in a phone-based capacity until another financial center location within a reasonable commuting distance of your home is determined (to the extent permitted by applicable law).