Financial Solutions Advisor - Registration Candidate - Northwest & Northeast Hou
Bank of America, Spring, TX, United States
Job Summary
As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses, where you receive dedicated and personalized classes for the 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 to help them live their best financial lives. When you reach key milestones, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions and client care.
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 will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Stage II advisor, you will have opportunities to advance in many roles within Bank of America and Merrill. The Academy supports you with dedicated programs, tools, and resources throughout your career journey.
Compliance
This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in immediate termination.
What We Offer
Build a successful career at Bank of America through world‑class training and on‑boarding programs.
Receive one‑on‑one coaching from Academy managers invested in your success.
Grow your business knowledge by using a defined consultative approach to identify client needs and appropriate solutions.
Earn the Securities Industry Essentials (SIE), Series 7 and Series 66 licenses (or 63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time, with a requirement to obtain the SIE within 30 days of hire and the Series 7 & 66 within 120 days.
Build your network by interacting with banking customers, small business owners, and higher net‑worth clients at a financial center.
Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals.
Collaborate with core banking and investment partners to connect clients to solutions through Bank of America and Merrill, meeting virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Self‑discipline in managing time and capacity.
Experience cultivating client relationships and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Results‑driven mindset while prioritizing the client’s interest in a complex, fast‑paced environment.
Ability to execute multiple tasks simultaneously.
Learning agility and adaptation to new technology or applications.
Desired Qualifications
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Current holder of FINRA Securities Industry Essentials (SIE).
Bi‑lingual Spanish speaking.
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.
Schedule
Monday – Friday and rotating Saturdays.
Shift and Hours
1st shift (United States of America).
40 hours per week.
#J-18808-Ljbffr
As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses, where you receive dedicated and personalized classes for the 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 to help them live their best financial lives. When you reach key milestones, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions and client care.
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 will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Stage II advisor, you will have opportunities to advance in many roles within Bank of America and Merrill. The Academy supports you with dedicated programs, tools, and resources throughout your career journey.
Compliance
This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in immediate termination.
What We Offer
Build a successful career at Bank of America through world‑class training and on‑boarding programs.
Receive one‑on‑one coaching from Academy managers invested in your success.
Grow your business knowledge by using a defined consultative approach to identify client needs and appropriate solutions.
Earn the Securities Industry Essentials (SIE), Series 7 and Series 66 licenses (or 63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time, with a requirement to obtain the SIE within 30 days of hire and the Series 7 & 66 within 120 days.
Build your network by interacting with banking customers, small business owners, and higher net‑worth clients at a financial center.
Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals.
Collaborate with core banking and investment partners to connect clients to solutions through Bank of America and Merrill, meeting virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Self‑discipline in managing time and capacity.
Experience cultivating client relationships and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Results‑driven mindset while prioritizing the client’s interest in a complex, fast‑paced environment.
Ability to execute multiple tasks simultaneously.
Learning agility and adaptation to new technology or applications.
Desired Qualifications
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Current holder of FINRA Securities Industry Essentials (SIE).
Bi‑lingual Spanish speaking.
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.
Schedule
Monday – Friday and rotating Saturdays.
Shift and Hours
1st shift (United States of America).
40 hours per week.
#J-18808-Ljbffr