Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Guilford [...]

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

Job summary

Join Bank of America as a Financial Solutions Advisor Stage I, where you'll engage with clients to improve their financial lives. This role offers comprehensive training and the potential for significant financial growth, promoting a supportive and collaborative environment focused on client success.

Qualifications

• Comfortable in a sales role and building relationships.
• Ability to manage complexity and prioritize tasks.
• Adaptable and eager to learn.

Responsibilities

• Build and manage client relationships.
• Obtain Securities Industry licenses.
• Provide banking and investment solutions.

Skills

Goal-oriented

Clear communication skills

Team player

Time management

Education

Bachelor's degree

1-2 years’ experience in financial services or sales

Tools

Strong computer skills

Job description

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Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Guilford Financial Center, CT, Guildford

Client: Bank of America

Location: Guildford, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 295ba571f9fe

Job Views: 4

Posted: 29.06.2025

Expiry Date: 13.08.2025

Job Description:

Description

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our digital platform. We aim to provide care and guidance for our clients when they need us most – whether they are starting out, buying a home, building a family, or planning for retirement. We are looking for the next generation of Financial Advisors—those passionate about building a long-term career and improving our clients’ financial lives.

If you are passionate about helping clients reach their financial goals, join Bank of America as an investment specialist in one of over 4,000 financial centers nationwide. From day one, you will receive training from our Academy, including hands-on practice, coaching, and support. The Academy offers a multi-stage training program to equip you with the skills to succeed in your role and career.

As a Financial Solutions Advisor Stage I (FSA I), you will obtain your Securities Industry licenses, including classes for the Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. You will learn to build and manage client relationships, consider complex financial situations, and guide clients with advice and solutions. Once licensed, you will work in a financial center to deliver banking, investment solutions, and client care. Progression to Financial Solutions Advisor Stage II is available upon success, allowing you to deepen client relationships and advance within the company.

This position requires SAFE Act registration, including a background check. Failure to maintain registration may lead to termination.

We’ll help you:

• Build a successful career with training and onboarding programs
• Receive coaching from dedicated managers
• Grow your business knowledge using a consultative approach
• Earn your SIE, Series 7, and Series 66 licenses (or 63 & 65 as alternatives)
• Build your network by interacting with various clients
• Provide comprehensive advice and client reviews
• Collaborate with banking and investment partners

As a Financial Solutions Advisor Stage I, you can expect:

• Unlimited potential for financial growth
• A strong referral base
• Managing a client portfolio with industry-leading products
• Marketing support
• Ongoing professional development
• Opportunities to connect with experts

Our culture:

• Supports responsible growth and community service
• Provides continuous training and development
• Values diversity and inclusion
• Focuses on innovative tools and client-first service

Required skills:

• Goal-oriented and capable of achieving targets
• Comfortable in a sales role and building relationships
• Clear and confident communication skills
• Team player and collaborative
• Ability to manage complexity and prioritize
• Adaptable and eager to learn
• Time management skills
• Thorough with regulatory compliance

Desired skills:

• Strong computer skills
• Bachelor’s degree or 1-2 years’ experience in financial services or sales
• Experience in assessing client needs and relationship management

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

Pay range: $28.85 - $33.65 hourly, based on experience

This role offers a base salary and is benefits eligible, with comprehensive benefits, paid time off, and support for your growth.