Bank of America
Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
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Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
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 and providing a culture of caring is core to how we drive Responsible Growth. 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. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits. 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 impact 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.
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.
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Building a Successful Career at Bank of America
- 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) through 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
- SIE (Securities Industry Essentials)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
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 Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed
Shift
- 1st shift (United States of America)
Hours Per Week
- 40
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment, or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
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Getting Started
Regardless of the position you are interested in, the starting points to building your resume are the same:
- Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
- Think about why you can do the job and make a list of your skills that are relevant to the job.
- Identify experiences or accomplishments that show your proficiency in the skills required for the job.
- Summarize your abilities, accomplishments, and skills into a brief, concise document.
Considerations When Writing a Resume
- Do be brief. Resumes should be 1-2 pages in length.
- Do be upbeat and active in your wording.
- Do emphasize what you have done clearly and concretely.
- Do be neat and well organized.
- Do have others proofread and critique your resume. Spell check. Make it error-free.
- Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible.
- Don't be dishonest, always tell the truth about yourself in the most flattering light.
- Don't include salary history or requirements.
- Don't include references.
- Don't include accomplishments that do not support your professional goals.
- Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)
- Don't use italics, underlining, shadows, or other fancy treatments.
Seven Steps to a Successful Interview
- Anticipate – Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
- Research – What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
- Assess – Think about your skills, abilities, knowledge, interests, traits, values, and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
- Prepare Answers – Think about what the interviewer may ask, determine what the best answer is, and write it down.
- Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
- Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
- Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
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