Financial Solutions Advisor Registration Candidate - Crossings at Hobart, IN

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. 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—from acquiring, building, and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions. You will work in a financial center, delivering Bank of America's core banking, investment solutions, and client care approach.

After demonstrating success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, 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.

The Academy will support you with dedicated programs, tools, and resources throughout your career. This position is subject to SAFE Act registration requirements, including background checks and federal registry system registration.

Responsibilities

• Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time (SIE within 30 days of hire; Series 7 and 66 within 120 days).
• Build your network by interacting with banking customers, small business owners, and higher net worth clients at a financial center.
• Provide end-to-end comprehensive financial advice, deliver client reviews, and recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners to connect clients with solutions from Bank of America and Merrill.
• Use a defined consultative approach to systematically identify client needs and recommend appropriate solutions.
• Leverage relationships with one out of two U.S. households to grow your business.
• Execute multiple tasks simultaneously in a fast-paced environment while prioritizing client interests.

Requirements

• Aptitude for obtaining required industry licenses (SIE, Series 7, Series 66).
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Ability to create strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a focus on client interests.
• Ability to learn and adapt to new technology or applications.
• SAFE Act registration and compliance with background check requirements.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE) (desired).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired).

Skills

• Advisory and account management
• Client experience branding and customer focus
• Oral and written communications
• Issue and risk management
• Client solutions advisory and pipeline management
• Active listening and attention to detail
• Policies, procedures, and guidelines compliance
• Client management and causation analysis

Schedule

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