Financial Solutions Advisor Registration - West Saint Paul Financial Center

Overview

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, including our commitment to an inclusive workplace, attracting and developing talent, supporting teammates’ wellness, recognizing 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 flexibility 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 obtaining your Securities Industry licenses, with dedicated classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams. Once licensed, you will learn foundational skills to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, while humanizing financial interactions.

You will begin working in a financial center delivering Bank of America’s core banking, investment solutions and client care. We will equip you with everything you need as you move through the stages of development. Once you demonstrate success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will continue to grow relationships within a client portfolio.

The Academy will support you with programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements with the need to register and complete the SAFE Act background check; failure to obtain or maintain registration may result in termination.

• 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 invested in your success.
• Grow your business knowledge by using a defined consultative approach to identify client needs and appropriate solutions.
• Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) with structured lessons and study time; obtain SIE within 30 days of hire and Series 7 & 66 within 120 days as required for the role.
• Build your network by engaging with banking customers, small business owners and higher net worth clients; leverage relationships to grow your business.
• Provide end-to-end comprehensive advice, client reviews/presentations, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset, prioritizing client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

• Currently holds FINRA SIE.
• Bachelor’s degree and/or minimum 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

Weekly

Schedule:

Monday through Friday, with rotating Saturdays required. Shift: 1st shift (United States of America). Hours per week: 40.