Financial Solutions Advisor Registration Candidate - Mid Cities DFW Market

About the role

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America involves obtaining necessary securities industry licenses, learning foundational advisor skills, and eventually working in a financial center to assist clients with banking, investment solutions, and client care.

Responsibilities

• Obtain Securities Industry Essentials [SIE], Series 7, and Series 66 licenses through structured lessons and dedicated study time.
• Build and manage client relationships, consider complex financial pictures, and provide advice and solutions to help clients achieve their financial goals.
• Collaborate with core banking and investment partners to connect clients with solutions provided by Bank of America and Merrill.
• 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.
• Work in a financial center, interacting with banking customers, small business owners, and higher net worth clients.
• Leverage relationships with one out of two households in the U.S. to help grow your business.
• Train at one financial center and potentially start in a phone-based capacity before moving to a location within a reasonable commuting distance.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• A results-driven mindset prioritizing client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Qualifications

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

Skills

• Advisory
• Account Management
• Client Experience
• Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Benefits

• World-class training and on-boarding programs.
• One-on-one coaching from Academy managers.
• Growth in business knowledge through a consultative approach.
• Support from dedicated programs, tools, and resources throughout your career journey.

Pay

Details on pay are not specified in the job description.

Schedule

Monday – Fridays and rotating Saturdays.

Shift

1st shift (United States of America)

Hours Per Week

40