Financial Solutions Advisor Registration Candidate Consumer Investments - Van Dyke Commons Financial Center

Bank of America; Lutz (FL); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a Financial Solutions Advisor Stage I to beginLicensing coursework and build foundational skills in client acquisition, needs assessment, and financial guidance. You will train toward essential securities licenses and progress to advisory roles while delivering core banking and investment solutions.

The role emphasizes in-office collaboration, ongoing development, and a structured progression path, with time-bound licensing milestones and a focus on client-centric

Formación

• Must be eligible to obtain required industry licenses.
• Strong communication and relationship-building skills are essential.
• Ability to manage multiple tasks in a fast-paced environment.

Responsabilidades

• Develop and manage client relationships to understand needs and propose solutions.
• Assist clients with a broad range of banking and investment services.
• Complete required exams and licenses within stated timeframes and support ongoing training.

Conocimientos

Client relationships

Time management

Sales mindset

Communication skills

Educación

Bachelor's degree

Descripción del empleo

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Job Description

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed 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, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor StageI, you will typically progress into the next role, Financial Solutions Advisor StageII, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor StageII, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your 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 Security Industry Essentials (SIE), Series7 and Series66 licenses (63 &65 accepted, in lieu of66) though structured lessons and dedicated study time.
• You must obtain your SIE within 30 days of being hired & your Series7 &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. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their 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’s 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 – Fridays and rotating Saturdays

Skills

Advisory Account Management Client Experience Branding Customer and Client Focus Client Experience Branding 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

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift: 1st shift (United States of America) Hours Per Week: 40

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