Financial Solutions Advisor Registration - Colorado North Market

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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, which includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting teammates’ well‑being, recognizing and rewarding performance, and making 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 appropriate flexibility for role‑specific considerations. Join us to build a successful career with opportunities to learn, grow, and make an impact.

As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66) through dedicated classes and study time. After licensing, you will receive foundational training in acquiring, building, and managing client relationships, guiding clients through their complex financial picture, and humanizing financial interactions. You will work in a financial center delivering Bank of America's core banking and investment solutions and client care.

Successful advancements lead to Stage II, deepening relationships across a client portfolio, and potential career progression within Bank of America and Merrill, supported by the Academy’s resources.

Position is subject to SAFE Act registration requirements. Employees in residential loan mortgage originations must register with the federal registry and maintain good standing; failure to obtain or maintain registration may result in immediate termination.

• World‑class training and onboarding programs.
• One‑on‑one coaching from Academy managers.
• Consultative approach to systematically identify client needs and solutions.
• Structured lessons and dedicated study time to earn SIE, Series 7, and Series 66 licenses (SIE within 30 days, Series 7 & 66 within 120 days).
• Network building with banking customers, small business owners, and high‑net‑worth clients.
• End‑to‑end comprehensive advice, client reviews, and presentations.
• Collaboration with core banking and investment partners to offer Bank of America and Merrill solutions.

• Aptitude in obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience cultivating client relationships, accessing needs, and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results‑driven mindset prioritizing clients in a complex, fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

• 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

Monday through Friday, with rotating Saturdays required.

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

Hours per week: 40.

Seniority level:
Internship

Employment type:

Full‑time

Job function:
Consulting, Information Technology, and Sales

Industries:
Banking

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