Financial Solutions Advisor - Registration Candidate - College Station Area
College Station, Texas, United States · On-site
Entry level$3.6B raised
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
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Overall Job Summary This position is responsible for working as part of the Field Activity Support Team (FAST), primarily in a single store, to own and execute “start to finish” variable tasks such as planograms, signage…
Overall Job Summary This position is responsible for working as part of the Field Activity Support Team (FAST), primarily in a single store, to own and execute “start to finish” variable tasks such as planograms, signage…
Overall Job Summary This position is responsible for working as part of the Field Activity Support Team (FAST), primarily in a single store, to own and execute “start to finish” variable tasks such as planograms, signage…
Overall Job Summary This position is responsible for working as part of the Field Activity Support Team (FAST), primarily in a single store, to own and execute “start to finish” variable tasks such as planograms, signage…
Overall Job Summary This position is responsible for working as part of the Field Activity Support Team (FAST), primarily in a single store, to own and execute “start to finish” variable tasks such as planograms, signage…
Overall Job Summary This position is responsible for working as part of the Field Activity Support Team (FAST), primarily in a single store, to own and execute “start to finish” variable tasks such as planograms, signage…
Overall Job Summary This position is responsible for working as part of the Field Activity Support Team (FAST), primarily in a single store, to own and execute “start to finish” variable tasks such as planograms, signage…
Overall Job Summary This position is responsible for working as part of the Field Activity Support Team (FAST), primarily in a single store, to own and execute “start to finish” variable tasks such as planograms, signage…
Overall Job Summary This position is responsible for working as part of the Field Activity Support Team (FAST), primarily in a single store, to own and execute “start to finish” variable tasks such as planograms, signage…
Overall Job Summary This position is responsible for working as part of the Field Activity Support Team (FAST), primarily in a single store, to own and execute “start to finish” variable tasks such as planograms, signage…
Overall Job Summary This position is responsible for working as part of the Field Activity Support Team (FAST), primarily in a single store, to own and execute “start to finish” variable tasks such as planograms, signage…
Overall Job Summary This position is responsible for working as part of the Field Activity Support Team (FAST), primarily in a single store, to own and execute “start to finish” variable tasks such as planograms, signage…
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Full-time
high school, bachelor degree
Training programs, One-on-one coaching, Professional development
Posted 6d ago
~40 hrs/week
Responsibilities
The Financial Solutions Advisor will manage client relationships, provide comprehensive financial advice, and deliver investment and banking solutions. They will also collaborate with partners to identify client needs and grow the business within a financial center.
Requirements
Candidates must obtain SIE, Series 7, and Series 66 licenses within specified timeframes and complete SAFE Act registration. The role requires strong self-discipline, communication skills, and the ability to cultivate client relationships in a fast-paced environment.
Full job description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, 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 have reached your key milestones, you will begin working in a financial center where you will help to 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.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, 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.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, 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 to 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.
We’ll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
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.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications:
Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Spanish speaking
Skills:
Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Schedule:
Monday – Fridays and rotating Saturdays
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 has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Related keywords
Financial Solutions AdvisorBank of AmericaMerrillSecurities Industry EssentialsSeries 7Series 66SAFE ActInvestment SolutionsBankingClient RelationshipsFinancial WellnessConsultative ApproachPortfolio ManagementProspectingRisk ManagementTrading
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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