Financial Solutions Advisor Registration Candidate - Manhattan South Market

About Bank of America

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 and providing a culture of caring is core to how we drive Responsible Growth. We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success—attracting and developing exceptional talent, recognizing and rewarding performance, and supporting teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths, including those shaped by military service, community college education, and a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impacting the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and an appropriate level of flexibility based on role-specific responsibilities and business needs.

Role Overview

As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your Securities Industry licenses, supported by dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. After you obtain your licenses, you will be taught the 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 that help them live their best financial lives, all while humanizing financial interactions.

As you reach key milestones, you will work in a financial center to help deliver Bank of America’s core banking, investment solutions and approach to client care. You will be equipped with what you need throughout the stages of development.

After demonstrating success as a licensed Financial Solutions Advisor Stage I, you will typically progress into Financial Solutions Advisor Stage II, where you will deepen relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you with dedicated programs, tools, and resources throughout your career journey.

SAFE Act Requirement

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. Because your position requires SAFE Act registration, 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 immediate termination.

Work Location and Training

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

We’ll Help You

• Build a successful career at Bank of America through world-class training and on-boarding programs.
• Receive training and one-on-one coaching from Academy managers.
• Grow your business knowledge using a defined consultative approach to systematically identify client needs and appropriate solutions.
• Earn your Securities Industry Essentials (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 being hired and your Series 7 and Series 66 within 120 days (a requirement for the role).
• Build your network by interacting with banking customers, small business owners, and higher net worth clients at a financial center, leveraging relationships with one out of two households in the U.S. 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 and connect clients to Bank of America and Merrill solutions to meet virtually all their financial needs.

Required Qualifications

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrated results-driven mindset while prioritizing client interest in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability 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, Shift, and Hours

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

• Shift: 1st shift (United States of America).

• Hours per week: 40.

Location

US - NY - New York - 36 E 14th St - Union Square-14th St (NY5163)

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, with access to paid time off and industry-leading benefits, resources and support.