Financial Solutions Advisor Registration Candidate - Central NJ Market

About the role

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, including dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will learn the foundational skills needed to be an advisor—acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

After reaching key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. The role is designed to progress into a Financial Solutions Advisor Stage II position, where you will grow and deepen relationships within a portfolio of clients. Successful advisors have opportunities to advance into various roles within Bank of America and Merrill.

This position requires SAFE Act registration, including a background check. You must register and maintain good standing in the federal registry system. Failure to comply may result in termination. The specific financial center location will be determined based on business needs, with potential initial remote work until a suitable in-office location is assigned.

Responsibilities

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within specified timelines (SIE within 30 days, Series 7 and 66 within 120 days).
• Build and manage client relationships, assessing needs and recommending tailored financial solutions.
• Deliver end-to-end financial advice, conduct client reviews, and recommend strategies to help clients achieve their financial goals.
• Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Leverage relationships with one out of two U.S. households to grow your business.
• Execute multiple tasks in a fast-paced environment while prioritizing client interests.
• Adapt to new technologies and applications to enhance client service.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and workload.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a focus on client interests.
• Ability to execute multiple tasks simultaneously.
• Willingness to learn and adapt to new technology.

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

Schedule

Monday through Friday, with rotating Saturdays required. 1st shift, 40 hours per week.