Financial Solutions Advisor Registration Candidate - Greenwich Street & Murray Street

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 Summary

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses, including dedicated classes for Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After obtaining your licenses, you will learn foundational skills to advise clients—acquiring, building, and managing client relationships; considering a client’s complex financial picture; and providing guidance and solutions to help them achieve their financial goals, while delivering humanized financial interactions. Once milestones are reached, you will work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. We will provide the necessary development as you advance through the stages.

Upon 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 client portfolio. The Academy supports you with dedicated programs, tools, and resources throughout your career journey.

Licensing & Registration

This position is subject to SAFE Act registration requirements. Pursuant to SAFE Act 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 complete 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 and 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 is determined within a reasonable commuting distance, 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.

• Receive training and one-on-one coaching from Academy managers dedicated to your success.

• Grow your business knowledge using a defined consultative approach to identify client needs and suitable solutions.

• Earn 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 high net worth clients at a financial center, leveraging our broad 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 priorities.

• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions 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 establish strong peer relationships through effective communication and collaboration.

• Results-driven mindset while prioritizing client 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.

Position Details

Shift: 1st shift (United States of America)

Hours Per Week: 40

Compensation & Benefits

Pay Transparency

Location: US - NY - New York - 260 Greenwich St - GREENWICH & MURRAY BANKING CENTER (NY5188)

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

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

Benefits: This role is eligible for benefits. We provide industry-leading benefits, paid time off, and resources to support employees in making a meaningful impact and contributing to the sustainable growth of our business and communities.