Financial Solutions Advisor - Registration Candidate - North Austin Area

Bank of America; Round Rock (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

A prominent financial institution in Round Rock, Texas, is seeking a Financial Solutions Advisor Stage I. This entry-level position offers extensive training to help you obtain essential financial industry licenses. You will build relationships with clients, provide personalized advice, and leverage resources to assist clients in achieving their financial goals. Ideal for individuals seeking a vibrant career in finance with solid growth opportunities.

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.

Responsibilities

• Build a successful career through world-class training.
• Get training and one-on-one coaching from Academy managers.
• Grow business knowledge using a defined consultative approach.
• Earn your Security Industry Essentials, Series 7, and Series 66 licenses.
• Interact with banking customers and small business owners.
• Provide comprehensive advice and deliver client reviews.

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 or equivalent

Job description

Overview

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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 an 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!

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses, including dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. After obtaining licenses, you will learn foundational skills to be an advisor—acquiring, building and managing client relationships, 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. You will start in a financial center to deliver Bank of America’s core banking, investment solutions, and client care, with progression through the stages of development.

After demonstrating success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will continue to practice the skills learned by growing and deepening relationships within a portfolio of clients. The Academy supports you 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.

What we’ll help you with

• 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), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 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
• Spanish preferred

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

Schedule

Monday - Friday and rotating Saturdays

Shift

1st shift (United States of America)

Hours Per Week

40