Financial Solutions Advisor Registration Candidate - Third Avenue & 47th Street

Job Summary

At Bank of America, we are committed to helping make financial lives better through connection. We drive Responsible Growth by delivering exceptional value to our clients, teammates, communities, and shareholders. We foster an inclusive culture where every teammate has the opportunity to succeed, build a career, and contribute to our shared success, supported by competitive and flexible benefits.

We value the unique perspectives from all backgrounds—whether shaped by military service, community college education, or diverse life experiences—as these journeys foster resilience, leadership, and innovation within our workforce.

Bank of America supports an in-office culture that champions collaboration and engagement, balanced with role-specific flexibility.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your necessary Securities Industry licenses. You will receive personalized training for the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will learn the foundational skills of an advisor—from building client relationships to guiding clients through complex financial pictures with humanizing advice.

After reaching key milestones, you will work within a financial center, helping deliver Bank of America’s core banking and investment solutions. Upon demonstrating success as a FSA I, you typically progress to Financial Solutions Advisor Stage II, deepening relationships within a client portfolio. Our Academy provides dedicated programs and resources throughout your career journey.

Note: This position is subject to SAFE Act registration requirements. All employees engaging in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

What We Offer

• 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 committed to your success.
• Grow business knowledge by employing a consultative approach to systematically identify client needs and appropriate solutions.
• Earn your required licenses (SIE, Series 7 and Series 66/63 & 65 substitution) 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 role requirement.
• Build your network by interacting with banking customers, small business owners, and higher net worth clients at our financial center.
• Provide end-to-end comprehensive advice, confidently deliver client reviews/presentations, and recommend strategies to meet clients' financial goals.
• Collaborate with core banking and investment partners to connect clients with the full suite of solutions available at Bank of America and Merrill.

Qualifications

Required Qualifications

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity effectively.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Success in building strong peer relationships through effective communication and collaboration.
• Demonstrates a 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

Job Details

Schedule: Monday through Friday, with rotating Saturdays required

Shift: 1st shift (United States of America)

Hours Per Week: 40

Compensation and Location

Location: US - NY - New York - 750 3rd Ave (NY5160)

Pay Range: $28.85 - $33.65 hourly pay (Offers determined 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 currently benefits eligible. We provide industry-leading benefits, access to paid time off, and resources to support our employees' impact and sustainable growth.