Financial Solutions Advisor Registration Candidate

Launch your career in financial solutions by building licensing, client advisory skills, and relationship management in a Bank of America financial center.

Responsibilities

• Support delivery of core banking, investment solutions, and Bank of America’s client care approach
• Acquire, build, and manage client relationships
• Review a client’s complex financial picture and guide clients with advice and solutions to help them meet their financial goals, while keeping interactions human-centered
• Use a defined consultative approach to identify needs, recommend appropriate solutions, and develop business knowledge
• Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence
• Recommend strategies aligned to clients’ financial goals and life priorities
• Collaborate with core banking and investment partners to connect clients with solutions through Bank of America and Merrill
• Build your network by engaging banking customers, small business owners, and higher net worth clients from a financial center
• Progress through development stages, including potential movement into Financial Solutions Advisor Stage II after demonstrating success as a licensed FSA I
• Grow and deepen relationships within a portfolio of clients as you advance

Requirements

• Aptitude for obtaining required industry licenses
• Self-discipline for managing time and capacity
• Experience cultivating client relationships, assessing needs, and recommending solutions
• Ability to build strong peer relationships through effective communication and collaboration
• Results-driven mindset with a focus on client interest in a complex, fast-paced environment
• Ability to execute multiple tasks simultaneously
• Willingness to learn and adapt to new technology or applications
• Subject to SAFE Act registration requirements
• Residential loan mortgage originations require registration with the federal registry system and to remain in good standing
• Must register and submit to the required SAFE Act background check and registration process due to SAFE Act requirements
• Failure to obtain and/or maintain SAFE Act registration may result in immediate termination
• Education: High School Diploma / GED / Secondary School or equivalent

Licensing / Training Support

• Earn Security Industry Essentials (SIE), Series 7, and Series 66 through structured lessons and dedicated study time
• Timeline requirements:
  • Obtain SIE within 30 days of being hired
  • Obtain Series 7 and Series 66 within 120 days of being hired
  • 63 & 65 accepted in lieu of 66
• Get training and one-on-one coaching from Academy managers
• Participate in world-class training and on-boarding programs

Desired Qualifications

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

Skills

• 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
• Trading
• Client Experience Branding

Schedule

• Monday–Friday with rotating Saturdays
• Hours per week: 40
• Shift: 1st shift
• Location: Bolingbrook, IL (onsite)