Financial Solutions Advisor Registration Candidate - Consumer Investments - Green Spring Station Financial Center
At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. We are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.
If you are passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. You will receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching, and dedicated support throughout your onboarding experience.
As a Financial Solutions Advisor Stage I (FSA I), you will begin your journey by obtaining your Securities Industry licenses, including the Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. You will learn foundational skills needed to be an advisor, from building and managing client relationships to guiding them with advice and solutions. Once you reach key milestones, you will begin working in a financial center where you will help deliver Bank of America’s core banking and investment solutions.
Once you demonstrate success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will grow and deepen relationships within a portfolio of clients. The Academy will support you with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
We’ll help you
- Build a successful career at Bank of America through world-class training and onboarding programs.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients.
- Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time.
- Build your network by interacting with banking customers and small business owners.
- Provide end-to-end comprehensive advice and recommend strategies to help clients achieve their financial goals.
- Collaborate with core banking and investment partners to meet clients' financial needs.
As a Financial Solutions Advisor Stage I, you can look forward to
- Unlimited potential for financial growth.
- A strong referral base through our relationship with one in every two households.
- Managing a portfolio of clients by providing exceptional client care.
- Robust marketing support to reach wider audiences.
- Ongoing professional development to deepen your skills.
- Opportunities to connect with experts in various fields.
We’re a culture that
- Believes in responsible growth and has a proven dedication to supporting the communities we serve.
- Provides continuous training and developmental opportunities.
- Believes diversity makes us stronger.
- Is committed to advancing our tools, technology, and ways of working.
Required skills:
- Sets and accomplishes goals.
- Is comfortable in a sales role.
- Communicates clearly and confidently.
- Works well with others.
- Can manage complexity and prioritize tasks.
- Adapts to new information and seeks solutions.
- Efficiently manages time.
- Incorporates relevant regulatory due diligence.
Desired skills:
- Strong computer skills and ability to multitask.
- A bachelor’s degree or 1-2 years’ experience in financial services or sales.
- Experience assessing client needs and managing relationships.
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay Transparency details:
Pay range: $28.85 - $33.65 hourly pay, offers to be determined based on experience, education, and skill set.
This role is compensated with a base salary and is not incentive eligible. This role is currently benefits eligible.
Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you need a reasonable accommodation to apply, please contact us by calling 1.877.760.2076.
Please note: Messages left for other purposes will not receive a response.
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