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, attracting 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 the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will learn the foundational skills needed to be an advisor, from acquiring and managing client relationships to guiding clients with advice and solutions that help them live their best financial lives.

After reaching key milestones, you will begin working in a financial center to deliver Bank of America's core banking, investment solutions, and approach to client care. The Academy will equip you with everything you need as you move through the stages of development.

Upon demonstrating success as a licensed FSA 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, supported by dedicated programs, tools, and resources throughout your career journey.

Hiring Process & Requirements

This position 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. You will be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

Equal Opportunity

Bank of America is an equal opportunity employer committed to diversity and inclusion. We consider qualified applicants regardless of background, race, gender, age, religion, disability, or veteran status.