# Financial Solutions Advisor Registration Candidate - Flatiron [Bank of America](https://www.jorb.ai/firms/bank-of-america.md) · New York · United States · [Retail Banking](https://www.jorb.ai/jobs/retail-banking.md) Bank of America is hiring a Financial Solutions Advisor Registration Candidate - Flatiron in New York. Posted 2026-05-14; applications close 2026-07-13. **Apply**: https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/US---NY---New-York---186-5th-Ave---Flatiron-NY5391/Financial-Solutions-Advisor-Registration-Candidate-----Flatiron_26016994 Posted 6d 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 & Career Path As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, including dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once licensed, you will learn foundational skills 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 begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. We provide everything you need as you progress through the stages of development. After demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress 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 supports you with 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. 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 may begin in a phone-based capacity until a nearby center location is determined to move to, within a reasonable commuting distance of your home as permitted by law. ## What We’ll Help You With - 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 invested in your success. - Grow your business knowledge by using a defined consultative approach with clients to identify 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. You must obtain your SIE within 30 days of hire, and your Series 7 & 66 within 120 days — a requirement for the role. - Build your network by engaging with banking customers, small business owners, and high-net-worth clients. Leverage our relationships to help grow your business. - Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals and priorities. - Collaborate with core banking and investment partners to connect clients to the solutions we provide through Bank of America and Merrill to meet most of their financial needs. ## Qualifications ### 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 manage 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 & Hours **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 ## Pay Transparency & Benefits **Pay Range:** $28.85 - $33.65 hourly, offers to be determined based on experience, education, and skill set. **Notes:** This role is compensated with a base salary and is not incentive eligible. **Location:** US - NY - New York - 186 5th Ave - Flatiron (NY5391) **Benefits:** This role is currently benefits eligible. We provide industry-leading benefits, paid time off, and resources to support employees in contributing to sustainable growth for the business and communities served. ## Applying to this role This Financial Solutions Advisor Registration Candidate - Flatiron role at Bank of America runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=bank-of-america&job=6a063afdf845bf2fdc07fc24) ## 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 - [Advisor Development Program Client Associate](https://www.jorb.ai/jobs/6a0c8128a34b24481188beee.md) — New York, posted 1d ago - [Wealth Management Client Associate](https://www.jorb.ai/jobs/6a08a9258298a719ccc39c35.md) — New York, posted 5d ago - [Equity Derivatives Trade Support Analyst](https://www.jorb.ai/jobs/6a06f4c2938f10ee9322b029.md) — London, posted 5d ago - [Analyst/Associate, Prime Brokerage Account Management, Global Equities, Hong Kong](https://www.jorb.ai/jobs/6a02b83e5e2b45a353278585.md) — Hong Kong, posted 8d ago --- Updated: 2026-05-20 Canonical: https://www.jorb.ai/jobs/6a063afdf845bf2fdc07fc24