Financial Solutions Advisor Registration Candidate Consumer Investments - Nolensville Road Financial Center

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 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. After reaching key milestones, you will begin working in a financial center where you will help deliver Bank of America’s core banking, investment solutions, and approach to client care. Successful FSAs typically progress to Financial Solutions Advisor Stage II, where they continue to practice learned skills by growing and deepening relationships within a portfolio of clients, with opportunities to advance into many roles within Bank of America and Merrill. The Academy provides dedicated programs, tools, and resources throughout your career journey.

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 and submit to the required SAFE Act background check and registration process; failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

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, 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).

Responsibilities

• Obtain Securities Industry Essentials (SIE) license within 30 days of hire, and Series 7 & 66 licenses within 120 days (Series 63 & 65 accepted in lieu of 66).
• Complete structured lessons and dedicated study time to earn required licenses.
• Use a defined consultative approach with clients to systematically identify needs and recommend appropriate solutions.
• Build and manage client relationships across banking customers, small business owners, and higher-net-worth clients.
• 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 through Bank of America and Merrill.
• Leverage relationships with one out of two U.S. households to grow your business.
• Execute multiple tasks simultaneously in a complex, fast-paced environment while prioritizing client interests.
• Learn and adapt to new technology or applications.

Requirements

• Aptitude in obtaining required industry licenses (SIE, Series 7, Series 66 or 63 & 65).
• 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 client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• Must register and maintain SAFE Act registration (including background check) as a condition of employment.

Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired).

Skills

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• 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
• 1st shift (United States of America)
• 40 hours per week

Education

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.