Financial Solutions Advisor Registration Candidate - New Mexico Market
Bank of America, El Paso, TX, United States
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.
As a Financial Solutions Advisor Stage I (FSA I), your journey begins to obtain Securities Industry licenses where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions. You will be taught to humanize financial interactions, enrich client experience and help them live their best financial lives.
After completing Stage I, you will begin working in a financial center where you will deliver Bank of America’s core banking, investment solutions and approach to client care. Upon success as a licensed Financial Solutions Advisor Stage I, you typically progress into Stage II, where you will grow and deepen relationships within a portfolio of clients. The Academy will support you along the way with dedicated 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. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
What 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 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 centre, you’ll interact with banking customers, small business owners and higher net‑worth clients alike. 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. Self‑discipline 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. Results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment. Ability to execute multiple tasks simultaneously. Ability to learn and adapt to new technology or applications. 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 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 This position is open for the entire market and the specific Financial Center location will be based on business needs. After you are offered a position, you will train at one financial center, and then potentially begin your role in a phone‑based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home for the extent permitted by applicable law.
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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 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 centre, you’ll interact with banking customers, small business owners and higher net‑worth clients alike. 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. Self‑discipline 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. Results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment. Ability to execute multiple tasks simultaneously. Ability to learn and adapt to new technology or applications. 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 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 This position is open for the entire market and the specific Financial Center location will be based on business needs. After you are offered a position, you will train at one financial center, and then potentially begin your role in a phone‑based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home for the extent permitted by applicable law.
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