Financial Solutions Advisor Registration Candidate - Consumer Investments - Salisbury South Fin[...]

Bank of America; Salisbury; On-site; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Salisbury. This role involves advising clients and acquiring necessary registrations to transition into a full advisor role. Candidates should possess strong client relationship skills and be proactive, with an industry licensing requirement.

Benefits

Industry-leading benefits

Paid time off

Qualifications

• Willingness to complete required industry licensing.
• Ability to identify appropriate client solutions.
• Results-driven with client interests in mind.

Responsibilities

• Provide comprehensive advice and customized solutions to clients.
• Conduct client reviews and engage with customers.
• Acquire necessary registrations and participate in ongoing training.

Skills

Client relationship skills

Proactive mindset

Time management

Sales confidence

Regulatory due diligence

Education

Bachelor's degree

1 year of financial services or sales experience

Job description

Social network you want to login/join with:

Financial Solutions Advisor Registration Candidate - Consumer Investments - Salisbury South Financial Center, Salisbury

Client:

Bank of America

Location:

Salisbury, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

f7b95d7c6e04

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

Job Description:

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 a diverse and 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.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities include providing comprehensive advice and customized solutions to clients, conducting client reviews, engaging with customers, triaging leads, and participating in ongoing training.

This role acts as a bridge between banking and brokerage, requiring a general awareness of core banking and investment solutions. Required skills include obtaining Series 7 & 66 licenses within 120 days, with Series 7 and 66 (or 63 & 65) being necessary for the role.

This position is subject to SAFE Act registration requirements, including registration with the federal registry system and background checks. Failure to maintain registration may lead to disciplinary action, including termination.

Required Qualifications:

• Willingness to complete required industry licensing
• Confidence in sales roles
• Strong client relationship skills
• Proactive mindset and good time management
• Results-driven with client interests in mind
• Ability to identify appropriate client solutions
• Regulatory due diligence knowledge

Desired Qualifications:

• Bachelor’s degree and/or one year of financial services or sales experience
• Adaptability to new technology
• Ability to multitask

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Range: $28.85 - $33.65 hourly, based on experience, education, and skills.

This role is benefits eligible, offering industry-leading benefits, paid time off, and resources to support employees in making a positive impact.