National Financial Solutions Advisor - Development Program; Lincoln, RI

Overview

Job Description: National Financial Solutions Advisor – Development Program at Bank of America. We’re building relationships with individuals and businesses across the country, serving 67 million clients through a specialist workforce and digital platform. We seek the next generation of Financial Solutions Advisors who are motivated to grow a long-term career and help clients improve their financial lives.

Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide the full power of the Enterprise by delivering advice to help clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

As a National Financial Solutions Advisor (DP), you begin by obtaining Securities Industry licenses, with dedicated classes for your Securities Industry Essentials, Series 7 and Series 66 exams. After obtaining licenses, you will be trained in foundational advisor skills—from acquiring and managing client relationships to guiding clients with solutions for their financial needs, while humanizing financial interactions. In a contact center environment, FSAs collaborate with core banking and investment partners to deliver the Enterprise’s advice and solutions (investment, banking, lending) and ensure a smooth Bank of America/Merrill relationship.

This position is subject to SAFE Act registration requirements. You will register with the federal registry system and complete the SAFE Act background check. Failure to obtain or maintain SAFE Act registration may result in disciplinary action up to termination.

Once you demonstrate success, you may advance to other Financial Solutions Advisor roles. We support your career with dedicated programs, tools and resources throughout your journey.

• Earn your SIE, Series 7 and Series 66 licenses (63 and 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 90 days, as a role requirement.

• Build a successful career at Bank of America through world-class training and onboarding programs.

• Get training and one-on-one coaching from Academy managers committed to your success.

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

• Build your network
  . Leverage relationships with many U.S. households 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 goals and life priorities.

• Collaborate with core banking and investment partners
  . Connect clients to the full range of Bank of America and Merrill solutions.

• Unlimited potential for financial growth
  .

• Build a portfolio of clients by delivering exceptional client care with leading products, services and education.

• Robust marketing support to reach wider audiences with greater appeal.

• Ongoing professional development to deepen your skills as the industry evolves.

• Commitment to responsible growth and support for the communities we serve.

• Continuous training and development opportunities for all backgrounds and experience levels.

• Diversity enhances our ability to reflect and meet client needs globally.

• Tools, technology and client-first approach to meet evolving client needs.

• Sets and achieves goals and persists to reach them.

• Comfortable in a sales role and nurturing client relationships.

• Clear and confident communication with clients from diverse backgrounds.

• Collaborates effectively with others to get things done.

• Manages complexity, prioritizes tasks, and works in a fast-paced environment.

• Learns quickly and seeks optimal solutions for clients.

• Manages time and capacity efficiently.

• Incorporates regulatory due diligence into daily work and long-term client strategies.

• Bachelor’s degree and 0-2 years in a service industry or metrics-based sales environment with goals met or exceeded.

• Experience assessing client needs, identifying solutions, and building client relationships.

• Strong computer skills with multitasking in a demanding environment.

Shift: 1st shift (United States of America)

Hours Per Week: 40

US - RI - Lincoln - 670 George Washington Hwy (RI1541)

Pay and Benefits information:
Pay range $26.44 - $28.85 hourly; offers determined by experience, education and skill set. This role is base salary-based and not incentive eligible. Benefits: benefits eligible; provided are industry-leading benefits and paid time off, with resources and support for employees.