Financial Solutions Advisor - Registration Candidate - South Phoenix Area

About the role

At Bank of America, you’ll build a successful career through world-class training and on-boarding programs that set you up for success. 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’ll be taught 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.

After reaching key milestones, you’ll work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. The Academy will support you with dedicated programs, tools, and resources throughout your career. Upon demonstrating success as a licensed FSA I, you’ll typically progress to Financial Solutions Advisor Stage II, deepening relationships within a portfolio of clients. Successful FSA IIs have opportunities to advance within Bank of America and Merrill.

This position is subject to SAFE Act registration requirements. You’ll be required to register with the federal registry system and submit to a background check. Failure to maintain SAFE Act registration may result in immediate termination.

Responsibilities

• Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of hire and your Series 7 & 66 within 120 days.
• Build your network by interacting with banking customers, small business owners, and higher net worth clients, leveraging Bank of America’s relationships with one out of two U.S. households.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations, and recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners to connect clients to solutions through Bank of America and Merrill.
• Grow your business knowledge using a defined consultative approach to systematically identify client needs and appropriate solutions.
• Execute multiple tasks simultaneously in a fast-paced environment while prioritizing client interests.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to create strong peer relationships through effective communication and collaboration.
• Results-driven mindset with adaptability to new technology or applications.

Qualifications

• High School Diploma, GED, or equivalent (minimum education requirement).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired).
• Currently holds FINRA Securities Industry Essentials (SIE) (desired).
• Spanish-speaking ability (desired).

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

Schedule

Monday–Friday with rotating Saturdays. Full-time, 40 hours per week (1st shift).

This position is open market-wide. Training will occur at one financial center, followed by a potential phone-based role until a permanent financial center location is assigned within a reasonable commuting distance of your home, as permitted by applicable law.