Financial Solutions Advisor Registration Candidate - Stage I

Financial Solutions Advisor Stage I (FSA I) provides a structured entry point into client-facing advisor responsibilities at Bank of America in Windermere, FL (onsite). The role begins with the completion of required Securities Industry licenses and the development of foundational advisory skills, followed by career progression to Financial Solutions Advisor Stage II after key milestones.

Key Responsibilities

• Acquire, build, and manage client relationships by considering a client’s complex financial picture and guiding them with advice and solutions to support their financial goals.
• Help deliver Bank of America’s core banking and investment solutions and its approach to client care within a financial center.
• Progress into the next role, Financial Solutions Advisor Stage II, to continue practicing learned skills through relationship growth within a portfolio of clients.
• Use a defined consultative approach to systematically identify client needs and align them with appropriate solutions.
• Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies tied to financial goals and life priorities.
• Collaborate with core banking and investment partners and connect clients to solutions offered through Bank of America and Merrill to support virtually all financial needs.
• Build a network through consistent interaction with banking customers, small business owners, and higher net worth clients.

Licensing and Regulatory Requirements

• Demonstrate aptitude in obtaining required industry licenses.
• Self-disciplined time and capacity management is required.
• This position is subject to SAFE Act registration requirements, which includes registration with the federal registry system and maintaining good standing, completion of the required SAFE Act background check and registration process, and potential termination if unable to obtain and/or maintain registration.
• Security Industry Essentials (SIE) must be earned within 30 days of being hired.
• Series 7 & Series 66 must be earned within 120 days (with 63 & 65 accepted in lieu of 66).

Required Qualifications

• Experience cultivating client relationships, accessing needs, and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• A results-driven mindset with prioritization of the client’s interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Capacity to learn and adapt to new technology or applications.

Training, Onboarding, and Support

• Training and onboarding programs to support career development.
• Training and one-on-one coaching from Academy managers.
• Structured lessons and dedicated study time to earn required licenses, including SIE, Series 7, and Series 66 (with 63 & 65 accepted in lieu of 66).
• Support for building a network starting at a financial center, with opportunities to interact with banking customers, small business owners, and higher net worth clients.

Desired Qualifications

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

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

Work Schedule

• Shift: 1st shift (United States of America)
• Hours per week: 40