Financial Solutions Advisor Registration Candidate- Northern VA Market

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, personalized classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once licensed, you will learn foundational advisory skills — acquiring, building, and managing client relationships; assessing 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 work in a financial center delivering Bank of America’s core banking, investment solutions, and client care approach. The Academy provides dedicated programs, tools, and resources throughout your career. Demonstrated success as a licensed FSA I typically leads to progression into Financial Solutions Advisor Stage II, where you grow and deepen relationships within a client portfolio, with further advancement opportunities across Bank of America and Merrill.

This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system, submit to the required background check, and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in immediate termination.

Responsibilities

• Earn Securities Industry Essentials (SIE) within 30 days of hire; earn Series 7 and Series 66 (or Series 63 & 65) within 120 days — a requirement for the role
• Build a successful career through world-class training and onboarding programs
• Receive training and one-on-one coaching from Academy managers
• 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 grow your business
• 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 across Bank of America and Merrill

Qualifications

Required

• 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

• 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

Schedule

Monday through Friday, some Saturdays required. 1st shift (United States of America). 40 hours per week.

Location

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 may 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.