Financial Solutions Advisor Registration Candidate - East Dallas

Bank of America; Dallas (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Financial Solutions Advisor Stage I in Dallas. The role involves obtaining industry licenses and managing client relationships through a structured training program. Ideal candidates should have a High School Diploma and possess strong communication and client management skills. The position offers career progression with ongoing training and support in a fast-paced environment.

Benefits

World-class training and onboarding programs

One-on-one coaching from Academy managers

Career development resources

Qualifications

• 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 with prioritization of client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66.
• Build and manage client relationships.
• Provide end-to-end comprehensive advice and deliver client reviews.
• Collaborate with banking and investment partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School

Job description

Overview

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. Join us to build a successful career with opportunities to learn, grow, and make an impact."

Role Overview

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses through dedicated classes for Securities Industry Essentials (SIE), Series 7, and Series 66 exams. You will learn foundational skills to acquire, build, and manage client relationships, assess a client’s financial picture, and guide them with advice and solutions to help them achieve their financial goals while humanizing financial interactions. After achieving milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. The Academy provides ongoing development through staged progression.

Career Progression

Upon success as a licensed Financial Solutions Advisor Stage I, you typically progress to Financial Solutions Advisor Stage II, where you continue to grow relationships within a client portfolio. The Academy supports ongoing career development with dedicated programs, tools, and resources throughout your journey.

Licensing and Compliance

This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and complete the SAFE Act background check and registration process. Failure to obtain or maintain SAFE Act registration may result in termination.

Schedule: Monday – Friday and rotating Saturdays

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 needs and appropriate solutions.
• Earn your SIE, Series 7, and Series 66 licenses (63 & 65 accepted, in lieu of 66) with structured lessons and dedicated study time. You must obtain your SIE within 30 days of hire and your Series 7 & 66 within 120 days.
• Build your network by engaging with banking customers, small business owners, and higher net worth clients at a financial center.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.

Responsibilities and Required Qualifications

• 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 with prioritization of client interests in a complex, fast-paced environment.
• Ability to execute 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.

Skills

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• 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

Locations

*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

Shift: 1st shift (United States of America)

Hours Per Week: 40