National Financial Solutions Advisor I (Series 7 Required)

Bank of America; Riverside (OH); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Support for employees' families

Job summary

Bank of America is seeking a National Financial Solutions Advisor (NFSA I) in East Providence, RI, to offer comprehensive financial advice and connect clients with investment, banking, and lending solutions.

The successful candidate will have strong client management skills, a Bachelor’s degree, and will earn between $65,000 and $85,000 annually, based on experience.

The role offers a collaborative environment and a range of industry-leading benefits.

Qualifications

• Series 7 and Series 66 (or equivalent), Series 66 must be obtained within 90 days if not held.
• Comfortable in a sales role, nurturing client relationships.
• Excellent communication, teamwork, and collaboration skills.

Responsibilities

• Deliver comprehensive investment, banking, and lending advice.
• Set clear expectations for client relationships.
• Build and manage a portfolio of clients with exceptional care.

Skills

Account Management

Advisory

Client Experience

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Written Communications

Risk Management

Education

Bachelor’s degree

Job description

About the Role

The National Financial Solutions Advisor (NFSA I) ensures clients receive comprehensive financial advice, connecting them with investment, banking, and lending solutions from Bank of America and Merrill.

Responsibilities

• Deliver full power of the Bank of America/Merrill enterprise by providing investment, banking and lending advice.
• Set clear expectations and facilitate smooth transitions for the Bank of America/Merrill relationship.
• Provide end‑to‑end comprehensive advice, present client reviews confidently, and recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with all available solutions.
• Build and manage a portfolio of clients, maintaining exceptional client care.
• Use a consultative approach to systematically identify client needs and recommend appropriate solutions.
• Build a professional network and leverage relationships to grow business.

Qualifications

• Series 7 and Series 66 (or equivalent); Series 66 must be obtained within 90 days if not currently held.
• Comfortable in a sales role, nurturing strong client relationships.
• Excellent communication, teamwork, and collaboration skills.
• Ability to manage complexity, prioritize tasks, and execute in a fast‑paced environment.
• Rapid learning, adaptability, efficient time management, and regulatory due diligence.
• Strong computer skills and ability to multitask in a demanding environment.

Desired Qualifications

• Bachelor’s degree.
• 0–2 years experience in financial services or a metrics‑based sales environment.
• Experience assessing client needs, recommending solutions, building/managing relationships.
• Strong computer skills and multitasking ability.

Skills

• Account Management
• Advisory
• Client Experience
• Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

Shift & Compensation

Shift: 1st shift (United States)

Hours per week: 40

Pay range: $65,000.00 – $85,000.00 annualized, based on experience, education, and skill.

Eligibility for a formulaic incentive plan (monthly, quarterly, and/or annual opportunities).

Benefits

Industry‑leading benefits, paid time off, and resources to support employees and their families.

Location

• East Providence, RI – 218 Taunton Avenue, BR (RI1125)
• Lincoln, RI – 670 George Washington Highway, BR (RI1541)

Pay Transparency

Pay information is available at https://careers.bankofamerica.com/en-us/pay-transparency

Inclusive Workplace

Bank of America is committed to an inclusive workplace and supports diverse talent, providing competitive benefits to support physical, emotional, and financial well‑being.