Financial Solutions Advisor Registration Candidate - Calvine Pointe Financial Center

Job Description

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.

About the Role

Join Bank of America as a Financial Solutions Advisor Stage I (FSA I). Your journey begins by obtaining your Securities Industry licenses, including the Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once licensed, you will learn foundational skills to become an advisor, focusing on acquiring, building, and managing client relationships, and providing comprehensive financial advice.

You will start in a financial center where you will assist with delivering Bank of America's core banking, investment solutions, and client care. The Academy will support you through dedicated programs, tools, and resources throughout your career journey. Upon demonstrating success, you will progress to Financial Solutions Advisor Stage II, where you will deepen client relationships and potentially advance within Bank of America and Merrill.

What We’ll Help You Build

• Build a successful career at Bank of America through world-class training and on-boarding programs.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66).
• Build your network by interacting with banking customers, small business owners, and higher net worth clients.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts 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

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

Qualifications

• 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