Financial Solutions Advisor Registration Candidate - Forsyth Clayton, MO

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 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 begin working in a financial center delivering Bank of America’s core banking, investment solutions, and approach to client care. Successful FSAs I typically progress to Financial Solutions Advisor Stage II, where you continue growing and deepening relationships within a client portfolio, with opportunities to advance into many roles across Bank of America and Merrill. The Academy provides dedicated programs, tools, and resources throughout your career journey.

Responsibilities

• Earn your 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.
• Obtain SIE within 30 days of hire; obtain Series 7 & 66 within 120 days — a requirement for the role.
• Grow business knowledge using a defined consultative approach to systematically identify client needs and appropriate solutions.
• 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 help grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to solutions across Bank of America and Merrill.
• Receive training and one-on-one coaching from Academy managers invested in your success.

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.

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
• Trading

Education

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

Schedule

• Monday – Fridays and rotating Saturdays
• Shift: 1st shift (United States of America)
• Hours Per Week: 40

Additional Information

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act, 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 SAFE Act background check, and maintain registration; failure to obtain or maintain SAFE Act registration may result in immediate termination.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for this position: FDIC; Safe Act; Loan Originators; FINRA.

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 and 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).

Bank of America is committed to an in-office culture with specific requirements for office-based attendance, allowing appropriate flexibility based on role-specific considerations.