Financial Planning and Analysis

• Obtain Securities Industry licenses through dedicated classes for SIE, Series 7, and Series 66 exams
• Build foundational advisor skills, including acquiring, building, and managing client relationships
• Consider clients’ complex financial pictures and guide them with advice and solutions
• Work in a financial center to deliver core banking, investment solutions, and client care
• Use a consultative approach to identify client needs and appropriate solutions
• Interact with banking customers, small business owners, and higher-net-worth clients
• Provide comprehensive advice and deliver client reviews and presentations
• Recommend strategies to help clients achieve financial goals and life priorities
• Collaborate with banking and investment partners
• Connect clients to Bank of America and Merrill solutions
• Progress toward Financial Solutions Advisor Stage II after demonstrating success as a licensed FSA I

Explore Financial Solutions Advisor at Bank of America. Review requirements and application details.

Financial Solutions Advisor

• Provide comprehensive advice and customized solutions to clients to help achieve their financial goals
• Triage client leads and requests
• Make referrals to internal business and service partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommend brokerage products and banking and investment strategies aligned with client goals and needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Coach and provide feedback to referral partners
• Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined within a reasonable commuting distance

• Provide comprehensive financial advice and customized solutions to clients
• Triage client leads and requests
• Make referrals to business partners and internal service providers based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Identify and engage potential new clients through referrals or financial center clientele
• Provide coaching and feedback to referral partners
• Mitigate and control risk in daily activities
• Apply and expand knowledge through required licenses and training

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured training and dedicated study time
• Build business knowledge using a defined consultative approach to identify client needs and appropriate solutions
• Cultivate, build, and manage client relationships
• Provide comprehensive advice and conduct client reviews and presentations
• Recommend strategies to help clients achieve financial goals and life priorities
• Collaborate with core banking and investment partners
• Connect clients with Bank of America and Merrill banking and investment solutions
• Interact with banking customers, small business owners, and higher-net-worth clients
• Build a client network and eventually grow a business
• Train at one financial center and potentially begin in a phone-based capacity until a suitable financial center location is determined
• Progress toward Financial Solutions Advisor Stage II after demonstrating success as a licensed advisor