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. You will receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once licensed, you will learn foundational advisory skills — acquiring, building, and managing client relationships; considering a client’s complex financial picture; and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. After reaching key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care approach. Successful FSAs typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio, with further advancement opportunities across Bank of America and Merrill. The Academy provides dedicated programs, tools, and resources throughout your career.

This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register, submit to the required background check, and maintain registration; failure to do so may result in immediate termination.

The 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, then potentially begin in a phone-based capacity until another financial center within a reasonable commuting distance of your home is determined (to the extent permitted by applicable law).

Responsibilities

• Build a successful career through world-class training and onboarding programs
• Receive training and one-on-one coaching from Academy managers invested in your success
• Grow business knowledge using a defined consultative approach to systematically identify client needs and appropriate solutions
• Earn Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (Series 63 & 65 accepted in lieu of Series 66) through structured lessons and dedicated study time; must obtain SIE within 30 days of hire and Series 7 & 66 within 120 days
• Build your network by interacting with banking customers, small business owners, and higher-net-worth clients at a financial center; leverage relationships with one out of two U.S. households to grow your business
• 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

Requirements

• Aptitude in obtaining required industry licenses
• Self-disciplined 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 client interests in a complex, fast-paced environment
• Ability to execute multiple tasks simultaneously
• Learns and adapts to new technology or applications

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 (United States of America). 40 hours per week.