Financial Solutions Advisor Registration Candidate- Mid Cities DFW Area
Bank of America, Coppell, Texas, United States, 75019
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance that allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Role Overview As a
Financial Solutions Advisor Stage I (FSA I) , your journey begins by obtaining your Securities Industry licenses. You will receive dedicated and personalized classes for your
Securities Industry Essentials [SIE], Series 7 and Series 66 Exams . Once you obtain your licenses, you will learn the foundational skills needed to be an advisor—to acquire, build, and manage client relationships, consider a client's complex financial picture, and guide them with advice and solutions to help them live their best financial lives while humanizing financial interactions.
After reaching your key milestones, you will begin working in a financial center where you will help deliver Bank of America's core banking, investment solutions, and approach to client care. We equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you’ll continue to grow and deepen relationships within a portfolio of clients. As a successful FSA II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy supports you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
Work Schedule Monday through Friday, some Saturdays required
Schedule Example: 8 am–5 pm, 9 am–6 pm, etc.
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.
Get 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 with clients to systematically identify client needs and appropriate solutions.
Earn your Securities Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days—a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net‑worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually 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. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Must be self‑disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results‑driven mindset while prioritizing client's interest in a complex, fast‑paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Skills
Advisory
Account Management
Client Experience Branding
Customer and Client Focus
Oral Communications
Issue Management
Client Solutions Advisory
Pipeline Management
Active Listening
Attention to Detail
Risk Management
Policies, Procedures, and Guidelines
Client Management
Causation Analysis
Written Communications
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 40
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Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance that allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Role Overview As a
Financial Solutions Advisor Stage I (FSA I) , your journey begins by obtaining your Securities Industry licenses. You will receive dedicated and personalized classes for your
Securities Industry Essentials [SIE], Series 7 and Series 66 Exams . Once you obtain your licenses, you will learn the foundational skills needed to be an advisor—to acquire, build, and manage client relationships, consider a client's complex financial picture, and guide them with advice and solutions to help them live their best financial lives while humanizing financial interactions.
After reaching your key milestones, you will begin working in a financial center where you will help deliver Bank of America's core banking, investment solutions, and approach to client care. We equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you’ll continue to grow and deepen relationships within a portfolio of clients. As a successful FSA II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy supports you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
Work Schedule Monday through Friday, some Saturdays required
Schedule Example: 8 am–5 pm, 9 am–6 pm, etc.
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.
Get 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 with clients to systematically identify client needs and appropriate solutions.
Earn your Securities Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days—a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net‑worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually 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. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Must be self‑disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results‑driven mindset while prioritizing client's interest in a complex, fast‑paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Skills
Advisory
Account Management
Client Experience Branding
Customer and Client Focus
Oral Communications
Issue Management
Client Solutions Advisory
Pipeline Management
Active Listening
Attention to Detail
Risk Management
Policies, Procedures, and Guidelines
Client Management
Causation Analysis
Written Communications
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 40
#J-18808-Ljbffr