Financial Solutions Advisor Registration Candidate Consumer Investments - Northwoods Financial Center
for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)
2. Use - for lists,
for prose
3. Do NOT repeat job title as heading
4. Do NOT put Job ID/requisition numbers as headings
5. Preserve ALL substantive information
6. Remove boilerplate (cookie/navigation/legal/EEO/scam-warning)
7. Include section ONLY when posting has real specific content
8. Never emit heading followed by filler/placeholder text
9. Never create Pay/Schedule/Benefits sections unless posting actually states them
10. Output ONLY HTML fragment - no html/body, no markdown code fences
Let me analyze the job posting content:
The posting has:
- Company description/mission (Bank of America purpose, culture, etc.)
- Role description (Financial Solutions Advisor Stage I) - training, licensing, progression
- "We'll help you:" section with bullet points (training, coaching, licenses, network, advice, collaboration)
- Required Qualifications (list)
- Desired Qualifications (list)
- Schedule: Monday-Fridays and rotating Saturdays
- Skills list (long list)
- Minimum Education Requirement: High School Diploma/GED
- Location info: open for entire market, specific center based on business needs, training at one center then potentially phone-based until another center determined
- Shift: 1st shift (US)
- Hours Per Week: 40
- SAFE Act registration requirements
I need to structure this into appropriate sections. Let me think about sections:
1. About the role - could include the company mission and role overview
2. Responsibilities - the "We'll help you" section describes what you'll do
3. Requirements - Required Qualifications
4. Qualifications - Desired Qualifications (or combine with Requirements)
5. Skills - the Skills list
6. Schedule - Schedule, Shift, Hours Per Week
7. Education - Minimum Education Requirement
8. Additional Information - SAFE Act, location details
But the rules say: "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text" and "Prefer a few substantive sections over many thin ones."
Also: "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting DOES state Schedule, Shift, Hours Per Week, so Schedule section is appropriate. No Pay or Benefits mentioned specifically (though there's mention of "affordable, competitive and flexible benefits" in company description but not specific to this role).
Let me structure:
- About the role: company purpose + role description (prose)
- Responsibilities: the "We'll help you" bullet points
- Requirements: Required Qualifications (list)
- Qualifications: Desired Qualifications (list) - maybe combine with Requirements? But they're separate in posting. Could make "Qualifications" with two subsections? But rules say use h3 for section headings. Could do "Required Qualifications" and "Desired Qualifications" as separate h3? Or combine into one "Qualifications" section with two lists. I think separate h3s might be too many thin sections. Better to have one "Qualifications" section with two sub-lists? But rules say use h3 for section headings. Could use h3 for "Qualifications" and then use prose to separate? Actually, the rules say "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So "Requirements" and "Qualifications" are both example headings. They might be considered separate. But the posting has "Required Qualifications" and "Desired Qualifications". I'll make two sections: "Requirements" and "Desired Qualifications" or combine into "Qualifications" with two lists. I'll do one "Qualifications" section with two subsections using ? But rules only mention h3. Safer to use h3 for each: "Required Qualifications" and "Desired Qualifications". But that might be too many thin sections. However, they have substantive content. I'll do:
- About the role
- Responsibilities
- Required Qualifications
- Desired Qualifications
- Skills
- Schedule
- Education
- Additional Information
But "Education" is just one line. Could fold into "Qualifications" or "Additional Information". The rules say "Minimum Education Requirement" is a specific thing. Could make "Education" section. But it's thin. Could include in "Qualifications" section. I'll include in "Qualifications" as a list item? But it's separate in posting. I'll make a "Qualifications" section that includes Required, Desired, and Education. But the rules say "Qualifications" is an example heading. I'll do:
- About the role
- Responsibilities
- Qualifications (with Required, Desired, Education)
- Skills
- Schedule
- Additional Information
But the rules say "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So "Requirements" and "Qualifications" are both examples. Might be okay to have both. I'll separate Required and Desired as separate h3 sections? The posting has them as separate headings. I'll follow the posting structure.
Let me draft HTML:
About the role
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to 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. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Responsibilities
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- 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) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- 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. 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.
- Must be 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
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Skills
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Client Experience Branding
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
Schedule
Monday – Fridays and rotating Saturdays. Shift: 1st shift (United States of America). Hours Per Week: 40.
Education
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
Additional Information
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
for prose 3. Do NOT repeat job title as heading 4. Do NOT put Job ID/requisition numbers as headings 5. Preserve ALL substantive information 6. Remove boilerplate (cookie/navigation/legal/EEO/scam-warning) 7. Include section ONLY when posting has real specific content 8. Never emit heading followed by filler/placeholder text 9. Never create Pay/Schedule/Benefits sections unless posting actually states them 10. Output ONLY HTML fragment - no html/body, no markdown code fences Let me analyze the job posting content: The posting has: - Company description/mission (Bank of America purpose, culture, etc.) - Role description (Financial Solutions Advisor Stage I) - training, licensing, progression - "We'll help you:" section with bullet points (training, coaching, licenses, network, advice, collaboration) - Required Qualifications (list) - Desired Qualifications (list) - Schedule: Monday-Fridays and rotating Saturdays - Skills list (long list) - Minimum Education Requirement: High School Diploma/GED - Location info: open for entire market, specific center based on business needs, training at one center then potentially phone-based until another center determined - Shift: 1st shift (US) - Hours Per Week: 40 - SAFE Act registration requirements I need to structure this into appropriate sections. Let me think about sections: 1. About the role - could include the company mission and role overview 2. Responsibilities - the "We'll help you" section describes what you'll do 3. Requirements - Required Qualifications 4. Qualifications - Desired Qualifications (or combine with Requirements) 5. Skills - the Skills list 6. Schedule - Schedule, Shift, Hours Per Week 7. Education - Minimum Education Requirement 8. Additional Information - SAFE Act, location details But the rules say: "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text" and "Prefer a few substantive sections over many thin ones." Also: "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting DOES state Schedule, Shift, Hours Per Week, so Schedule section is appropriate. No Pay or Benefits mentioned specifically (though there's mention of "affordable, competitive and flexible benefits" in company description but not specific to this role). Let me structure: - About the role: company purpose + role description (prose) - Responsibilities: the "We'll help you" bullet points - Requirements: Required Qualifications (list) - Qualifications: Desired Qualifications (list) - maybe combine with Requirements? But they're separate in posting. Could make "Qualifications" with two subsections? But rules say use h3 for section headings. Could do "Required Qualifications" and "Desired Qualifications" as separate h3? Or combine into one "Qualifications" section with two lists. I think separate h3s might be too many thin sections. Better to have one "Qualifications" section with two sub-lists? But rules say use h3 for section headings. Could use h3 for "Qualifications" and then use prose to separate? Actually, the rules say "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So "Requirements" and "Qualifications" are both example headings. They might be considered separate. But the posting has "Required Qualifications" and "Desired Qualifications". I'll make two sections: "Requirements" and "Desired Qualifications" or combine into "Qualifications" with two lists. I'll do one "Qualifications" section with two subsections using ? But rules only mention h3. Safer to use h3 for each: "Required Qualifications" and "Desired Qualifications". But that might be too many thin sections. However, they have substantive content. I'll do:
- About the role
- Responsibilities
- Required Qualifications
- Desired Qualifications
- Skills
- Schedule
- Education
- Additional Information
But "Education" is just one line. Could fold into "Qualifications" or "Additional Information". The rules say "Minimum Education Requirement" is a specific thing. Could make "Education" section. But it's thin. Could include in "Qualifications" section. I'll include in "Qualifications" as a list item? But it's separate in posting. I'll make a "Qualifications" section that includes Required, Desired, and Education. But the rules say "Qualifications" is an example heading. I'll do:
- About the role
- Responsibilities
- Qualifications (with Required, Desired, Education)
- Skills
- Schedule
- Additional Information
But the rules say "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So "Requirements" and "Qualifications" are both examples. Might be okay to have both. I'll separate Required and Desired as separate h3 sections? The posting has them as separate headings. I'll follow the posting structure.
Let me draft HTML:
About the role
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So "Requirements" and "Qualifications" are both examples. Might be okay to have both. I'll separate Required and Desired as separate h3 sections? The posting has them as separate headings. I'll follow the posting structure.
Let me draft HTML:
About the role
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to 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. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Responsibilities
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- 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) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- 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. 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.
- Must be 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
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Skills
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Client Experience Branding
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
Schedule
Monday – Fridays and rotating Saturdays. Shift: 1st shift (United States of America). Hours Per Week: 40.
Education
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
Additional Information
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.