Financial Solutions Advisor Registration Candidate

About Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth by delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we achieve this, including our commitment to an inclusive workplace, developing exceptional talent, and supporting our teammates' wellness.

We are committed to an in-office culture with specific requirements for office-based attendance, allowing for an appropriate level of flexibility based on role-specific considerations.

About the Role

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses. You will receive dedicated, personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will master the foundational skills needed to be an advisor, from acquiring and managing client relationships to guiding clients through their complex financial pictures with humanized interactions.

After reaching key milestones, you will begin working in a financial center to deliver Bank of America's core banking and investment solutions. This position is open for the entire market; if offered a position, you will train at one financial center and may begin in a phone-based capacity until a location within a reasonable commuting distance of your home is determined.

This role 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. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

Career Path

Upon demonstrating success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the Financial Solutions Advisor Stage II role. Here, you will continue to practice your skills by growing and deepening relationships within a portfolio of clients. As a successful Stage II advisor, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

Hiring Process & Application

We offer world-class training and on-boarding programs to set you up for success. You will receive training and one-on-one coaching from Academy managers invested in your success. The program includes structured lessons and dedicated study time to earn your SIE, Series 7, and 66 licenses.

Equal Opportunity

Bank of America is an equal opportunity employer. We are committed to building a diverse and inclusive workforce where everyone can thrive.