Financial Solutions Advisor Registration Candidate

Bank of America is seeking a Financial Solutions Advisor Stage I to join its client-focused team in Ann Arbor, Michigan. The role centers on building and managing relationships, delivering core banking and investment solutions at the financial center, and advancing through a structured licensing path that includes SIE, Series 7, and Series 66, with SAFE Act registration requirements as you move toward Stage II.

This onsite position blends advisory duties with a formal development program designed to equip you with credentials and knowledge to serve a diverse client base, from everyday banking customers to higher net worth individuals.

Responsibilities

• Establish and nurture enduring client relationships across the lifecycle of the partnership.
• Evaluate clients' complex financial circumstances and deliver tailored guidance and solutions to help them achieve their financial priorities, while maintaining a human-centered approach to conversations.
• Provide Bank of America's core banking and investment offerings and client-care approach within a financial center setting.
• Obtain the required securities licenses: SIE, Series 7, and Series 66, and complete the licensing within the defined timelines (SIE within 30 days; Series 7 and 66 within 120 days).
• Register for the SAFE Act background check and maintain good standing, complying with SAFE Act requirements.
• Engage with banking customers, small business owners, and higher-net-worth clients to grow the business.
• Deliver end-to-end comprehensive financial guidance.
• Lead client reviews and presentations with confidence.
• Recommend strategies to help clients meet their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions to meet their financial needs.

Requirements

• Aptitude to obtain the necessary industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Proven ability to build strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing the client's interests in a complex, fast-paced environment.
• Ability to manage multiple tasks concurrently.
• Williness to learn and adapt to new technology or applications.

Benefits

• World-class training and onboarding programs.
• One-on-one coaching from Academy managers.
• Structured training to obtain SIE, Series 7 and Series 66 licenses with deadlines.
• Defined consultative approach to identify client needs and solutions.
• Networking opportunities with banking customers, small business owners, and higher net-worth clients.
• End-to-end comprehensive advice and client reviews/presentations.
• Collaboration with core banking and investment partners to connect clients to solutions.

We’ll Help You

• 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 knowledge using a defined consultative approach to systematically identify client needs and appropriate solutions.
• Earn SIE, Series 7, and Series 66 licenses, with 63 and 65 accepted in lieu of 66, through structured lessons. SIE must be obtained within 30 days of hire and Series 7 and 66 within 120 days.
• Build your network starting at a financial center by engaging with banking customers, small business owners, and higher-net-worth clients, leveraging relationships to grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/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 to Bank of America and Merrill solutions to meet their financial needs.