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 and deliver for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we achieve this.

We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. We value the unique perspectives individuals bring from all backgrounds and career paths—whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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 and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will be taught the foundational skills needed to be an advisor—from acquiring, building, and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.

Once you reach your key milestones, you will begin working in a financial center where you will help deliver Bank of America's core banking, investment solutions, and approach to client care. We will equip you with everything you need as you move through the stages of development.

Upon demonstrating success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II. Here, you will continue to practice the skills you've learned 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 & Requirements

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, 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 your immediate termination.

Additionally, the following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

This position is open for the entire market, and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center and then potentially begin your role in a phone-based capacity until another financial center location is determined that is within a reasonable commuting distance of your home, to the extent permitted by applicable law.

Equal Opportunity

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