# Financial Solutions Advisor Registration Candidate - Lexington Avenue & 75th Street [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 - Lexington Avenue & 75th Street in New York. Posted 2026-04-30; applications close 2026-06-29. **Apply**: https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Financial-Solutions-Advisor-Registration-Candidate------Lexington-Avenue---75th-Street_26015446 Posted 7d 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 by obtaining your Securities Industry licenses, with 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 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, while humanizing financial interactions. You will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. We will equip you with everything you need as you move through the stages of development. Progression: After demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically advance to Financial Solutions Advisor Stage II, where you will continue to practice the skills learned by growing and deepening relationships within a portfolio of clients. The Academy provides dedicated programs, tools, and resources throughout your career journey. 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 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 then potentially begin your role in a phone-based capacity until another financial center location is determined to move to that is within a reasonable commuting distance of your home, to the extent permitted by applicable law._ ## What We’ll Help You Build - Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success. - Receive training and one-on-one coaching from Academy managers who are invested in your success. - Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. - Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. Obtain SIE within 30 days of hiring, and Series 7 & 66 within 120 days—a requirement for the role. - Build your network by starting at a financial center and interacting with banking customers, small business owners, and higher net-worth clients. Leverage our relationships to help 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 and life priorities. - Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet their 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 a focus on prioritizing 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 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 _**Weekly Schedule:** Monday through Friday, with rotating Saturdays required._ ## Shift 1st shift (United States of America) ## Hours Per Week 40 ## Pay Transparency details Location: US - NY - New York - 1066 Lexington Ave - 1066 LEXINGTON AVE BC (NY5164) ## Pay and Benefits 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 so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. ## More open roles at Bank of America - [Corporate Audit Career Transition Apprentice 2026 - Chester](https://www.jorb.ai/jobs/69ccc1d0404094739fed37f3.md) — United Kingdom, posted 1mo ago - [Trading Assistant](https://www.jorb.ai/jobs/69fa8f4cc7540d6a54f88616.md) — New York, posted 2d ago - [Junior Credit Research Analyst – High Yield Technology & Telecom Team](https://www.jorb.ai/jobs/69f26b0415aa18aa8a625f18.md) — New York, posted 8d ago - [Analyst/ Associate - Equity Research, US Biopharma (Large-Cap & Mid-Cap)](https://www.jorb.ai/jobs/69ef916e68955fdf4b50b8a9.md) — New York, posted 10d ago - [Merrill Financial Solutions Advisor (Partially Licensed)- SD Financial Market](https://www.jorb.ai/jobs/69eae011394f2a83b40f8072.md) — New York, posted 14d ago --- Updated: 2026-05-07 Canonical: https://www.jorb.ai/jobs/69f3bc4827d4b184808e936b