# Financial Solutions Advisor Registration Candidate  -  57th and Broadway

[Bank of America](https://www.jorb.ai/firms/bank-of-america.md) · New York · United States · [Private Wealth](https://www.jorb.ai/jobs/private-wealth.md)

Bank of America is hiring a Financial Solutions Advisor Registration Candidate  -  57th and Broadway in New York. Posted 2026-03-23; applications close 2026-05-22.

**Apply**: https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Financial-Solutions-Advisor-Registration-Candidate-----57th-and-Broadway_26010902

Posted 1mo ago.

## Role details

## 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 with obtaining your Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7 and Series 66 exams. You will receive dedicated classes and guidance to develop foundational skills for advising clients—acquiring, building, and managing client relationships, evaluating 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 licensing, you will work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. You will progress through stages of development toward becoming a licensed Financial Solutions Advisor Stage II, where you will broaden relationships within a client portfolio. The Academy provides dedicated programs, tools, and resources throughout your career journey.

## Career Path & Training

Upon successful completion as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, continuing to apply and expand the skills learned by growing relationships within a portfolio of clients. The Academy supports your career journey with dedicated programs, tools, and resources. This position is open for the entire market and location will be based on business needs.

## Compliance & Registration

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. You will be required to register and submit to the SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in termination.

## Team Structure & Work Location

This role may train at one financial center and transition to a phone-based capacity before moving to a location within a reasonable commuting distance, as permitted by applicable law.

## What We’ll Help You With

  
- 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 dedicated to your success.
  
- Grow your business knowledge using a defined consultative approach with clients to identify needs and solutions.
  
- Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and study time. Obtain SIE within 30 days of hire and Series 7 & 66 within 120 days.
  
- Build your network by interacting with banking customers, small business owners, and higher net worth clients to grow your business.
  
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals.
  
- Collaborate with core banking and investment partners to meet clients’ financial needs.

## 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 prioritization of the client’s interests 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 at least 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

US - NY - New York - 254 W 57th St (NY5389)

### Pay Range

$28.85 - $33.65 hourly pay, offers to be determined based on experience, education, and skill set.

### Predictable Pay

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 to contribute to the sustainable growth of our business and the communities we serve.

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Updated: 2026-04-22
Canonical: https://www.jorb.ai/jobs/69c13155f87df7b6a841aeaf
