Financial Solutions Advisor Registration Candidate - Schererville, IN

About the role

At Bank of America, you will begin as a Financial Solutions Advisor Stage I (FSA I), focusing on obtaining your Securities Industry licenses (SIE, Series 7, and Series 66). You will receive dedicated, personalized training to prepare for these exams. Once licensed, you will develop foundational advisory skills, including building and managing client relationships, understanding complex financial needs, and providing tailored advice and solutions.

After achieving key milestones, you will work in a financial center, delivering core banking and investment solutions while adhering to Bank of America’s client care approach. Successful performance may lead to progression into the Financial Solutions Advisor Stage II role, where you will deepen client relationships within a designated portfolio. Long-term career advancement opportunities exist across Bank of America and Merrill.

This position requires SAFE Act registration, including a background check and federal registry system registration. Failure to maintain SAFE Act compliance may result in termination.

Responsibilities

• Complete structured training and obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within specified timelines (SIE within 30 days, Series 7 and 66 within 120 days).
• Develop and apply consultative skills to identify client needs and recommend appropriate financial solutions.
• Build and manage relationships with banking customers, small business owners, and higher net worth clients.
• Provide comprehensive financial advice, conduct client reviews, and present strategies to help clients achieve their financial goals.
• Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Leverage Bank of America’s extensive client network to grow your business.
• Execute multiple tasks efficiently in a fast-paced environment while prioritizing client interests.
• Adapt to new technologies and applications to enhance client service and operational effectiveness.

Requirements

• Aptitude for obtaining required industry licenses (SIE, Series 7, Series 66).
• Self-discipline in managing time and workload effectively.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a focus on client interests in a complex environment.
• Capability to execute multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

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
• Understanding of policies, procedures, and guidelines
• Client management and causation analysis

Schedule

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