Financial Solutions Advisor Registration - Bay Point Financial Center

Job Description: 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 a flexible schedule 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.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses. You will receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor—acquiring, building, and managing client relationships, considering a client’s complex financial picture, and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.

When you reach key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client‑care approach. After demonstrating success, you will progress to Financial Solutions Advisor Stage II, where you continue to grow and deepen relationships within a portfolio of clients, with opportunities to advance in many roles within Bank of America and Merrill.

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

This position is subject to SAFE Act registration requirements. Employees engaged 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.

• Build a successful career at Bank of America through world‑class training and onboarding programs that set you up for success.
• Receive training and one‑on‑one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your SIE, Series 7, and Series 66 licenses through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 and 66 within 120 days—a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and higher‑net‑worth clients alike, leveraging our relationships with one out of two households in the U.S. to grow your business.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience cultivating client relationships, accessing needs, and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results‑driven mindset while prioritizing clients’ interest in a complex, fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts 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 some Saturdays required.

1st shift (United States of America)

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