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  1. Home
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  5. Financial Solutions Advisor Registration Candidate
Bank of America logo

Financial Solutions Advisor Registration Candidate

Not Disclosed•Full-TimeOn-site

location_onOn-site

Apply Now

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 this mission, encompassing our commitment to an inclusive workplace, developing exceptional talent, and supporting the physical, emotional, and financial wellness of our teammates.

We are committed to an in-office culture with specific requirements for attendance, allowing for appropriate flexibility based on role-specific considerations. This position is open for the entire market, with the specific Financial Center location determined by business needs. 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.

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 master foundational skills in acquiring, building, and managing client relationships, guiding clients through their complex financial pictures to help them live their best financial lives.

Upon reaching key milestones, you will work in a financial center delivering Bank of America's core banking, investment solutions, and client care approach. After demonstrating success as a Stage I advisor, you will typically progress to Financial Solutions Advisor Stage II, where you will deepen relationships within a portfolio of clients. Successful advisors have the opportunity to advance into many roles within Bank of America and Merrill, supported by the Academy's dedicated programs, tools, and resources throughout their career journey.

Hiring and Interview Process

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 necessary 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.

Work location

Work model: On-site

Similar Job Opportunities

Bank of America logo

Financial Solutions Advisor - Registration Candidate

Bank of America • Phoenix, Arizona

Not Disclosedarrow_forward
Bank of America logo

Financial Solutions Advisor Registration Candidate

Bank of America • Newport Beach, California

$28.85-33.65/hrarrow_forward
Bank of America logo

Financial Solutions Advisor Registration Candidate

location_on

On-site

Key Responsibilities

  • check_circleDeliver client reviews and presentations to help clients achieve financial goals
  • check_circleCollaborate with core banking and investment partners to connect clients with solutions
  • check_circleIdentify client needs using a defined consultative approach to recommend appropriate strategies
  • check_circleObtain Securities Industry Essentials, Series 7, and Series 66 licenses through structured training
  • check_circleRegister and maintain SAFE Act compliance for residential loan mortgage originations
  • check_circleAcquire, build, and manage client relationships within a financial center
  • check_circleAnalyze client financial pictures to provide comprehensive advice and solutions

Requirements

  • verifiedAptitude in obtaining required industry licenses
  • verifiedMust be self-disciplined in managing time and capacity
  • verifiedExperience in cultivating client relationships, accessing needs and recommending solutions
  • verifiedSuccess creating strong peer relationships through effective communication and collaboration
  • verifiedDemonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
  • verifiedExecutes multiple tasks simultaneously
  • verifiedLearns and adapts to new technology or applications
  • verifiedCurrently holds FINRA Securities Industry Essentials (SIE)
  • verifiedBachelor's degree and/or a minimum of one year of financial services industry or sales experience
  • verifiedMust obtain SIE within 30 days of being hired
  • verifiedMust obtain Series 7 and 66 within 120 days
  • verifiedSubject to SAFE Act registration requirements
  • verifiedMust submit to required SAFE Act background check and registration process

Nice to Have

Currently holds FINRA Securities Industry Essentials (SIE). Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.

Benefits & Perks

check_circlePaid time offcheck_circleIndustry-leading benefits
Bank of America cover image
Bank of America logo
Company

Bank of America

Industry

Banking

Headquarters

Charlotte, NC

Open Roles

21

Bank of America, headquartered in Charlotte, North Carolina, operates as a major global financial institution within the banking industry. The organization provides a comprehensive suite of banking, investing, asset management, and risk management products and services. Its client base spans individual consumers, small to middle-market businesses, and large corporations, covering a wide spectrum of financial needs. The company maintains approximately 56 million consumer and small business relationships within the United States. In the wealth management sector, it stands as a prominent player among the world's leading firms. Additionally, Bank of America holds a significant position as a global leader in corporate and investment banking as well as trading activities. This entity focuses on delivering diverse financial solutions to a vast international audience. Its operations are supported by extensive resources and a broad service portfolio designed to meet the complex requirements of its diverse customer segments across the financial landscape.
View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

1+ yrs (Entry Level)

Education

Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

Job Type

Full-Time

Skills Required

Securities Industry EssentialsSeries 7Series 66Finra Securities Industry EssentialsSafe Act Registration

Bank of America • Placentia, California

$28.85-33.65/hrarrow_forward
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryCareer guidesCareer blogSalary insights
Job types
Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobs
Top states
Jobs in TexasJobs in New YorkJobs in CaliforniaJobs in FloridaJobs in TennesseeJobs in VirginiaAll states →
Top categories
Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsAccounting & Finance jobsSales jobsIT jobsHospitality & Catering jobs
Popular skills
CDL A jobsRegistered Nurse jobsBLS jobsExcel jobs
Featured employers
Company
About usFAQContactPrivacy policyUS privacy notice

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.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
Accessibility