Financial Solutions Advisor Registration Candidate - 150 Broadway

Company Overview

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 being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Role Overview

As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your Securities Industry licenses, with dedicated and personalized classes for Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once licensed, you will learn foundational skills to be an advisor—acquiring, building, and managing client relationships; considering a client’s complex financial picture; and guiding them with advice and solutions to help them live their best financial lives while humanizing financial interactions. After achieving key milestones, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and client care approach. We will equip you with what you need as you move through developmental stages.

Upon demonstrated success as a licensed Financial Solutions Advisor Stage I, you typically progress to Financial Solutions Advisor Stage II, where you continue to practice the skills learned by growing and deepening relationships within a portfolio of clients. As a successful Stage II, you will have opportunities to advance in many roles within Bank of America and Merrill. The Academy provides dedicated programs, tools, and resources throughout your career journey.

Licensing, Training & Career Path

This position is subject to SAFE Act registration requirements. All employees involved in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in termination.

This position is open for the entire market. The specific Financial Center location will be based on business needs. If offered a position, you will train at one financial center and may begin in a phone-based capacity until a location within a reasonable commuting distance is determined, subject to applicable law.

What We’ll Help You Build

• Build a successful career at Bank of America through world-class training and onboarding programs.
• Receive training and one-on-one coaching from Academy managers invested in your success.
• Grow your business knowledge using a defined consultative approach to identify client needs and 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 your Series 7 & 66 within 120 days, as required for the role.
• Build your network by interacting with banking customers, small business owners, and higher net worth clients. Leverage relationships to grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to solutions offered by Bank of America and Merrill.

Required Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset with client interests prioritized in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Willingness 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

Schedule

Weekly Schedule: Monday through Friday, with rotating Saturdays required.

Shift & Hours

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency & Location

Location: US - NY - New York - 150 Broadway (NY5114)

Pay Range: $28.85 - $33.65 hourly, with offers determined based on experience, education, and skill set.

Compensation: This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.