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Financial Solutions Advisor – Registration Candidate
Bank of America. Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time .
About the role
Key responsibilities & impact- Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time
- Learn foundational financial advising skills
- Acquire, build, and manage client relationships
- Assess clients’ complex financial situations and provide advice and solutions
- Work in a financial center to deliver banking, investment solutions, and client care
- Grow business knowledge using a defined consultative approach
- Build a network with banking customers, small business owners, and higher-net-worth clients
- Provide comprehensive advice and conduct client reviews and presentations
- Recommend strategies to help clients achieve financial goals
- Collaborate with banking and investment partners
- Connect clients with Bank of America and Merrill solutions
- Progress toward Financial Solutions Advisor Stage II and future roles within Bank of America and Merrill
Requirements
What you’ll need- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience cultivating client relationships, assessing needs, and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Results-driven mindset while prioritizing client interests in a complex, fast-paced environment
- Ability to execute multiple tasks simultaneously
- Ability to learn and adapt to new technology or applications
- Must obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
- SAFE Act registration, background check, and maintaining good standing required
- High school diploma, GED, secondary school, or equivalent
- Monday–Friday schedule with rotating Saturdays
- Ability to work 40 hours per week
- Spanish speaking is a desired qualification
- Bachelor's degree and/or at least one year of financial services industry or sales experience is desired
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- World-class training and onboarding programs
- One-on-one coaching from Academy managers
- Structured lessons and dedicated study time for securities licenses
- Dedicated programs, tools, and resources throughout the career journey