Financial Solutions Advisor Registration Candidate
Not Disclosed•Full-TimeOn-site
location_on525, 3rd Avenue South, Kirkland, King County, Washington, 98033, United States
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 appropriate 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 master foundational skills needed to be an advisor, from acquiring and managing client relationships to guiding clients through their complex financial pictures with humanized interactions.
Upon reaching key milestones, you will work in a financial center to deliver Bank of America's core banking, investment solutions, and client care approach. The Academy will equip you with everything needed as you move through the stages of development.
Success as a licensed FSA I typically leads to progression into the Financial Solutions Advisor Stage II role. There, 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 opportunities to advance in many roles within Bank of America and Merrill, supported by dedicated programs, tools, and resources throughout your career journey.
Hiring Process & Application
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.
This position is open for the entire market. If offered a position, you will train at one financial center and may begin your role in a phone-based capacity until a 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 building a diverse and inclusive workforce. We consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.
Work location
Work model: On-site
525, 3rd Avenue South, Kirkland, King County, Washington, 98033, United States
Kirkland, Washington
Key Responsibilities
- check_circleDeliver client reviews and presentations to help achieve financial goals
- check_circleCollaborate with core banking and investment partners to meet client needs
- check_circleProspect for new clients and identify referral opportunities
- check_circleBuild and manage client relationships across banking and investment portfolios
- check_circleAcquire and maintain Securities Industry Essentials, Series 7, and Series 66 licenses
- check_circleAnalyze client financial situations to provide comprehensive advice and solutions
- check_circleRegister and maintain compliance with SAFE Act requirements
Requirements
- verifiedHigh School Diploma / GED / Secondary School or equivalent
- 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
- verifiedCurrently holds FINRA Securities Industry Essentials (SIE) (Desired)
- verifiedBachelor's degree and/or a minimum of one year of financial services industry or sales experience (Desired)
- verifiedMust obtain SIE within 30 days of being hired
- verifiedMust obtain Series 7 & 66 within 120 Days
- verifiedSubject to SAFE Act registration requirements
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
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Skills, education and keywords
Skills: Securities Industry Essentials, Series 7, Series 66, Finra Securities Industry Essentials, Client Experience Branding, Client Solutions Advisory, Investment Management, Pipeline Management, Referral Management, Client Management.
Education: High School Diploma / GED / Secondary School or equivalent required; Bachelor's degree preferred or equivalent experience.
Frequently asked questions about Financial Solutions Advisor Registration Candidate at Bank of America
What does a Financial Solutions Advisor Registration Candidate at Bank of America do?expand_more
A Financial Solutions Advisor Registration Candidate at Bank of America is responsible for the following: Deliver client reviews and presentations to help achieve financial goals; Collaborate with core banking and investment partners to meet client needs; Prospect for new clients and identify referral opportunities; and Build and manage client relationships across banking and investment portfolios.
What are the requirements for this Financial Solutions Advisor Registration Candidate role?expand_more
Bank of America is looking for candidates who meet the following requirements: High School Diploma / GED / Secondary School or equivalent; Aptitude in obtaining required industry licenses; Must be self-disciplined in managing time and capacity; Experience in cultivating client relationships, accessing needs and recommending solutions; Currently holds FINRA Securities Industry Essentials (SIE) (Desired); and Bachelor's degree and/or a minimum of one year of financial services industry or sales experience (Desired).
Where is the Financial Solutions Advisor Registration Candidate role at Bank of America located?expand_more
Financial Solutions Advisor Registration Candidate at Bank of America is based in 525, 3rd Avenue South, Kirkland, King County, Washington, 98033, United States. This is a on-site role.
Is this Financial Solutions Advisor Registration Candidate job remote, hybrid, or on-site?expand_more
Bank of America has listed this Financial Solutions Advisor Registration Candidate role as on-site.
How much experience is required for this Financial Solutions Advisor Registration Candidate role?expand_more
Financial Solutions Advisor Registration Candidate at Bank of America typically requires 1+ years of relevant experience at the entry level level.
What skills do you need for the Financial Solutions Advisor Registration Candidate role at Bank of America?expand_more
Key skills for Financial Solutions Advisor Registration Candidate at Bank of America include Securities Industry Essentials; Series 7; Series 66; Finra Securities Industry Essentials; Client Experience Branding; Client Solutions Advisory; Investment Management; and Pipeline Management.
What education is required for Financial Solutions Advisor Registration Candidate at Bank of America?expand_more
Educational requirements for this role: High School Diploma / GED / Secondary School or equivalent required; and Bachelor's degree preferred or equivalent experience.
What category does the Financial Solutions Advisor Registration Candidate role belong to?expand_more
Financial Solutions Advisor Registration Candidate at Bank of America is part of the accounting & finance job category on Recrutus.
About Bank of America
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.
Browse more roles: All Bank of America jobs, accounting & finance jobs on Recrutus.