Financial Solutions Advisor Registration Candidate

Financial Solutions Advisor Stage I at Bank of America in Palatine, IL, focuses on obtaining securities licenses (SIE, Series 7, Series 66) and delivering banking and investment solutions to clients, with progression to Stage II via Academy programs; position is subject to SAFE Act registration.

Responsibilities

• Develop and maintain client relationships while assessing complex financial situations and guiding them with tailored advice and solutions.
• Present Bank of America core banking and investment products and deliver attentive client care within a financial center.
• Provide end-to-end financial guidance, conduct client reviews and presentations, and propose strategies to help clients meet financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to solutions through Bank of America and Merrill.
• Obtain required securities licenses through dedicated training; achieve SIE within 30 days and Series 7/66 within 120 days.
• Expand a professional network by engaging banking customers, small business owners, and higher net worth clients to grow the business.
• Register with the SAFE Act registry and complete the background check; maintain good standing to avoid termination.

Requirements

• Aptitude for earning the required securities licenses.
• Strong self-discipline and time management skills.
• Experience in cultivating client relationships, assessing needs and proposing solutions.
• Proven ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset with the ability to prioritize clients’ interests in a complex, fast-paced environment.
• Ability to manage multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

Qualifications

• Education: High School Diploma / GED / Secondary School or equivalent.

Benefits

• Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
• Receive 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 to systematically identify client needs and appropriate solutions.
• Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted as alternatives) through structured lessons and dedicated study time; obtain SIE within 30 days and Series 7 & 66 within 120 days.
• Build your network starting at a financial center with interactions with banking customers, small business owners, and higher net worth clients; leverage relationships to grow the business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients reach financial goals.
• Collaborate with core banking and investment partners to connect clients to solutions through Bank of America and Merrill to meet a wide range of financial needs.

Schedule & Location

• Location: Palatine, IL onsite
• Schedule: Monday – Friday with rotating Saturdays
• Shift: 1st shift (United States of America)
• Hours per week: 40
• Note: Training occurs at a financial center; role may transition to a phone-based capacity before relocation to another center within permissible commuting distance, based on business needs and applicable law.