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

Bank of America; City of Rochester (NY); On-site; Full time

Job summary

A leading financial institution is seeking a Financial Solutions Advisor Stage I to help clients with banking and investment solutions. This role includes obtaining necessary licenses, building client relationships, and providing tailored financial advice. Comprehensive training and mentorship are offered, with opportunities for career advancement.

Benefits

Comprehensive training and onboarding programs

Mentorship from Academy managers

Opportunities to build a broad network of clients

Qualifications

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66 exams.
• Build and manage client relationships and provide tailored financial advice.

Responsibilities

• Help clients with banking and investment solutions.
• Collaborate with banking and investment partners.

Skills

Goal-oriented

Excellent communication

Team player

Time management

Attention to regulatory compliance

Education

Bachelor’s degree

1-2 years of relevant experience

Job description

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Mount Hope Financial Center, NY

Join to apply for the Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Mount Hope Financial Center, NY role at Bank of America.

Job Details

1 week ago Be among the first 25 applicants.

This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$28.00/hr - $33.00/hr

Job Description

At Bank of America, we’re creating meaningful relationships with individuals and businesses across the country. We connect with 67 million clients daily through our specialist workforce and digital platform. Our goal is to provide care and guidance for our clients at every stage of their financial lives. We are seeking passionate individuals eager to develop a long-term career as Financial Advisors.

As a Financial Solutions Advisor Stage I, you will start by obtaining your Securities Industry licenses, including SIE, Series 7, and Series 66 exams, with dedicated training and support. You will learn to build and manage client relationships, assess financial needs, and provide tailored advice and solutions. Once licensed, you will work in a financial center, helping clients with banking and investment solutions. Successful completion of this stage often leads to advancement to Financial Solutions Advisor Stage II, where you will deepen client relationships and expand your skills.

This position requires SAFE Act registration, including background checks and registration with the federal registry system. Failure to maintain registration may result in termination.

What We Offer

• Comprehensive training and onboarding programs.
• Mentorship from Academy managers.
• Structured licensing process with clear timelines.
• Opportunities to build a broad network of clients and professionals.
• End-to-end client advice and relationship management.
• Collaboration with banking and investment partners.

Career Growth

• Unlimited potential for financial growth.
• A strong referral network across the business.
• Managing a diverse client portfolio.
• Robust marketing and professional development support.
• Access to industry experts and specialists.

Our Culture

• Responsible growth and community support.
• Ongoing training and development opportunities.
• Diversity and inclusion as core values.
• Innovative tools and client-centric approaches.

Required Skills

• Goal-oriented with a drive to succeed.
• Comfortable in sales and relationship-building roles.
• Excellent communication skills.
• Team player with collaborative mindset.
• Ability to manage complexity and prioritize tasks.
• Quick learner adaptable to change.
• Time management skills.
• Attention to regulatory compliance.

Desired Skills

• Strong computer skills and multitasking ability.
• Bachelor’s degree or 1-2 years of relevant experience.
• Experience in financial services or sales roles.

Shift and Hours

1st shift (United States), 40 hours per week.

Additional Information

• Seniority level: Internship
• Employment type: Full-time
• Job functions: Consulting, IT, Sales
• Industry: Banking