Financial Solutions Advisor Registration Candidate - Talega Financial Center

About the role

The position is subject to SAFE Act registration requirements. Employees must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time.
• Receive dedicated and personalized classes for SIE, Series 7, and Series 66 exams.
• Teach foundational skills needed to be an advisor, including acquiring, building, and managing client relationships.
• Guide clients with advice and solutions to help them live their best financial lives, humanizing financial interactions.
• Work in a financial center to deliver Bank of America's core banking, investment solutions, and client care.
• Grow and deepen relationships within a portfolio of clients, progressing to Financial Solutions Advisor Stage II.
• Advocate for clients' financial goals and life priorities through end-to-end comprehensive advice and client reviews/presentations.
• Collaborate with core banking and investment partners to connect clients to the solutions provided by Bank of America and Merrill.

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

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience preferred.

Skills

• Client Experience
• Brand Management
• Sales and Marketing
• Financial Services
• Client Relationship Management
• Consultation
• Strategic Planning
• Communication
• Technology

Benefits

Bank of America offers a range of benefits to support the physical, emotional, and financial wellness of its teammates. These include:

• Competitive and flexible benefits package
• Health and wellness programs
• Retirement savings plans
• Flexible work arrangements
• Continuous learning and development opportunities

Pay

Compensation is commensurate with experience.

Schedule

Monday – Friday with rotating Saturdays, 40 hours per week.