
location_on498, Mountain Avenue, Middlesex, Middlesex County, New Jersey, 08846, United States
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.
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.
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.
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.
Bank of America is an equal opportunity employer. We are committed to building a diverse and inclusive workforce where everyone can thrive.
Work model: On-site
498, Mountain Avenue, Middlesex, Middlesex County, New Jersey, 08846, United States
Middlesex, New Jersey
Currently holds FINRA Securities Industry Essentials (SIE). Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.
Bank of America • On-site
Bank of America • Phoenix, Arizona
Bank of America • Newport Beach, California
Experience
1+ yrs (Mid Level)
Education
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Job Type
Full-Time
Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.