Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market

Bank of America; Durham (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Durham, North Carolina. This role focuses on acquiring and managing client relationships while providing personalized financial advice. Candidates will receive dedicated training for required industry licenses.

With a clear career path to Financial Solutions Advisor Stage II, responsibilities include delivering core banking services and comprehensive solutions to clients. A high school diploma is required, alongside a results-driven mindset and strong communication skills.

Qualifications

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, identifying needs, and recommending solutions.
• Ability to create strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a fast-paced environment.
• Capacity to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

Responsibilities

• Receive dedicated classes for industry exams.
• Build and manage client relationships.
• Deliver core banking and investment solutions.
• Provide comprehensive advice to clients.
• Collaborate with banking and investment partners.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Job description

Job Description

As a Financial Solutions Advisor Stage I (FSA I), you will receive dedicated classes for the Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Upon obtaining these licenses, you will learn foundational skills for advisory work—acquiring, building, and managing client relationships, assessing complex financial situations, and providing personalized advice that humanizes financial interactions. You will then work in a financial center delivering Bank of America’s core banking, investment solutions, and client care.

Advancing to Financial Solutions Advisor Stage II typically follows proven success as a licensed FSA I, where you will deepen relationships within a portfolio of clients and pursue further career opportunities within Bank of America and Merrill. The Academy supports your development with programs, tools, and resources throughout your career.

This position is subject to SAFE Act registration requirements. All employees involved in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and maintain SAFE Act registration may result in immediate termination.

We’ll help you

• Build a successful career by completing world‑class training and onboarding programs.
• Receive coaching from Academy managers invested in your success.
• Expand business knowledge using a consultative approach to identify client needs and appropriate solutions.
• Earn SIE, Series 7 and Series 66 licenses (or 63 & 65 in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of hire and Series 7 & 66 within 120 days.
• Build your network by interacting with banking customers, small business owners, and high‑net‑worth clients.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies that help clients achieve financial goals.
• Collaborate with core banking and investment partners to connect clients to our range of solutions.

Required Qualifications

• Aptitude for obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience cultivating client relationships, identifying needs, and recommending solutions.
• Ability to create strong peer relationships through effective communication and collaboration.
• Results‑driven mindset while prioritizing clients’ interests in a fast‑paced environment.
• Capacity to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

Desired Qualifications

• SIE (Securities Industry Essentials).
• Bachelor’s degree and/or at least one year of financial services or sales experience.

Skills

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.

Schedule

Monday – Friday and rotating Saturdays; 1st shift (United States of America).

Hours Per Week

40 hours.