Bank of America

Financial Solutions Advisor, Registration Candidate

Bank of America

full-time

Posted on:

Location Type: Office

Location: Wilmington • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Obtain Securities Industry licenses (SIE, Series 7, Series 66) through dedicated classes and study time.
  • Acquire, build and manage client relationships; consider clients' complex financial picture and provide advice and solutions.
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations, and recommend strategies to help clients achieve financial goals and life priorities.
  • Work in a financial center to deliver Bank of America’s core banking, investment solutions and approach to client care.
  • Collaborate with core banking and investment partners (Bank of America and Merrill) to connect clients to solutions.
  • Use a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Progress through development stages (FSA I to FSA II) with support from Academy programs, tools, and resources.

Requirements

  • Aptitude in obtaining required industry licenses.
  • Must obtain SIE within 30 days of being hired; Series 7 & Series 66 within 120 days (63 & 65 accepted in lieu of 66).
  • Subject to SAFE Act registration requirements for residential loan mortgage originations; required to register and submit to required SAFE Act background check and registration process.
  • 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’s interest in a complex, fast-paced environment.
  • Executes multiple tasks simultaneously.
  • Learns and adapts to new technology or applications.
  • Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
  • Desired: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Benefits
  • World-class training and on-boarding programs that set you up for success.
  • One-on-one coaching from Academy managers who are invested in your success.
  • Structured lessons and dedicated study time to earn SIE, Series 7 and Series 66 licenses.
  • Dedicated programs, tools, and resources throughout your career journey.
  • Competitive benefits to support physical, emotional, and financial well-being.
  • Flexibility through a multi-faceted approach depending on role-specific considerations.
  • Opportunities to learn, grow, and make an impact.
  • Networking opportunities leveraging Bank of America relationships with one out of two U.S. households.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
SIESeries 7Series 66Series 63Series 65financial analysisclient presentationsconsultative approachfinancial solutionstime management
Soft skills
client relationship managementeffective communicationcollaborationresults-driven mindsetself-disciplineadaptabilityproblem-solvingorganizational skillspeer relationship buildingmultitasking
Certifications
Securities Industry licensesSAFE Act registration