Financial Solutions Registration - Mt Hope Financial Center

Financial Solutions Registration Candidate - Mt Hope Financial Center

Join to apply for the Financial Solutions Registration Candidate - Mt Hope Financial Center role at Bank of America
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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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. As a Great Place to Work, we are committed to an inclusive workplace, supporting our teammates’ wellness, 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 that allow for a comfortable level of flexibility based on role‑specific considerations. You can build a successful career with opportunities to learn, grow, and make an impact.

As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses (SIE, Series 7, and Series 66) through dedicated classes. Once licensed, you will acquire foundational advisory skills, build and manage client relationships, and begin working in a financial center delivering core banking and investment solutions.

Progression to Financial Solutions Advisor Stage II follows success as a licensed advisor, allowing deeper client relationships and opportunities to advance across Bank of America and Merrill, with ongoing support from the Academy.

This position is subject to SAFE Act registration requirements. You will need to register and maintain SAFE Act registration, passing background checks. Failure to maintain registration may result in immediate termination.

We’ll help you

• Build a successful career at Bank of America through world‑class training and on‑boarding programs that set you up for success.
• Get 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 (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 & 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 to leverage our relationships in the U.S.
• 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 to connect clients to solutions through Bank of America and Merrill, meeting virtually all financial needs.

Required Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience in 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 client interest in a complex, fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Schedule

• Monday – Friday and rotating Saturdays.

Skills

• Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications, Issue Management, Client Solutions Advisory, Pipeline Management, Active Listening, Attention to Detail, Risk Management, Policies, Procedures, and Guidelines, Client Management, Causation Analysis, Written Communications.

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.

Shift

1st shift (United States of America).

Hours per Week

40