Financial Solutions Advisor Registration Candidate

This stage I role at Bank of America focuses on earning securities licenses and developing essential client advisory skills, with a defined path to Stage II advancement and SAFE Act registration.

Location

Glen Burnie, MD (onsite)

Compensation

Hourly wage: USD 28 - 33

Responsibilities

• Participate in world-class training and onboarding programs designed to position you for long-term success.
• Receive training and one-on-one coaching from Academy managers dedicated to your development.
• Expand your business knowledge through a defined consultative approach to systematically identify client needs and appropriate solutions.
• Obtain required licenses: SIE within 30 days of hire; Series 7 and Series 66 within 120 days (63 and 65 accepted in lieu of 66), through structured lessons and dedicated study time.
• Build your professional network starting at a financial center by engaging with banking customers, small business owners, and higher net worth clients, supported by Bank of America’s broad household relationships.
• Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with the solutions offered through Bank of America and Merrill to meet most of their financial needs.

Requirements

• Aptitude for obtaining the necessary industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Successful track record in building strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a focus on the client's interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

Benefits

• Access to world-class training and onboarding programs that support career development.
• One-on-one coaching from Academy managers invested in your success.
• Structured growth of business knowledge through a defined consultative approach to identify client needs and solutions.
• Licensing pathway for SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66) with specified timelines.
• Opportunity to build a network within a financial center, engaging with banking customers, small business owners, and higher net worth clients, leveraging broad household relationships.
• Ability to deliver comprehensive advice, conduct client reviews, and present strategies to help clients reach financial goals.
• Collaboration with core banking and investment partners to connect clients with Bank of America and Merrill solutions.

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

Weekly Schedule

• Monday through Friday, some Saturdays required

Shift

1st shift (United States of America)

Hours Per Week

40