Financial Solutions Advisor Registration Candidate - Hackettstown Main
Bank of America, Hackettstown, NJ, United States
About the Role
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 an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and the impact we make in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and flexible arrangements based on role‑specific considerations.
As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses. You will receive dedicated training for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Following licensure, you will acquire the foundational skills of an advisor—building and managing client relationships, guiding complex financial pictures, and delivering personalized advice. Work in a financial center to help deliver Bank of America’s core banking and investment solutions.
Once you have demonstrated success as a licensed FSA I, you typically progress into Financial Solutions Advisor Stage II, where you deepen relationships within a portfolio of clients and can advance into many roles at Bank of America and Merrill. The Academy supports you with programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain registration may result in immediate termination.
What We Offer
Build a successful career at Bank of America through world‑class training and onboarding programs.
Get training and one‑on‑one coaching from Academy managers invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify needs and appropriate solutions.
Earn your 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 hire and Series 7 & 66 within 120 days—a requirement for the role.
Build your network. Start at a financial center and interact with banking customers, small business owners, and higher‑net‑worth clients. Leverage our relationships with one in two households in the U.S. to grow your business.
Provide end‑to‑end comprehensive advice, deliver confident client reviews/presentations, and recommend strategies to help clients achieve financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to solutions we provide through Bank of America and Merrill to meet virtually all financial needs.
Required Qualifications
Aptitude for obtaining required industry licenses.
Self‑disciplined in managing time and capacity.
Experience 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 interests in a complex, fast‑paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree 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
Trading
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Schedule Monday – Fridays and rotating Saturdays.
Shift 1st shift (United States of America).
Hours Per Week 40
Legal Disclosures The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
EEO Statement Bank of America is an equal employment opportunity employer and embraces diversity in our workforce. We encourage applications from minorities, veterans, and individuals with disabilities.
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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 an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and the impact we make in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and flexible arrangements based on role‑specific considerations.
As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses. You will receive dedicated training for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Following licensure, you will acquire the foundational skills of an advisor—building and managing client relationships, guiding complex financial pictures, and delivering personalized advice. Work in a financial center to help deliver Bank of America’s core banking and investment solutions.
Once you have demonstrated success as a licensed FSA I, you typically progress into Financial Solutions Advisor Stage II, where you deepen relationships within a portfolio of clients and can advance into many roles at Bank of America and Merrill. The Academy supports you with programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain registration may result in immediate termination.
What We Offer
Build a successful career at Bank of America through world‑class training and onboarding programs.
Get training and one‑on‑one coaching from Academy managers invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify needs and appropriate solutions.
Earn your 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 hire and Series 7 & 66 within 120 days—a requirement for the role.
Build your network. Start at a financial center and interact with banking customers, small business owners, and higher‑net‑worth clients. Leverage our relationships with one in two households in the U.S. to grow your business.
Provide end‑to‑end comprehensive advice, deliver confident client reviews/presentations, and recommend strategies to help clients achieve financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to solutions we provide through Bank of America and Merrill to meet virtually all financial needs.
Required Qualifications
Aptitude for obtaining required industry licenses.
Self‑disciplined in managing time and capacity.
Experience 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 interests in a complex, fast‑paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree 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
Trading
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Schedule Monday – Fridays and rotating Saturdays.
Shift 1st shift (United States of America).
Hours Per Week 40
Legal Disclosures The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
EEO Statement Bank of America is an equal employment opportunity employer and embraces diversity in our workforce. We encourage applications from minorities, veterans, and individuals with disabilities.
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