Bank of America
Financial Solutions Advisor Registration Candidate - Westport Avenue Financial C
Bank of America, Norwalk, Connecticut, us, 06860
Join to apply for the
Financial Solutions Advisor Registration Candidate - Westport Avenue Financial Center
role at
Bank of America This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$28.00/hr - $33.00/hr 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. Responsible Growth is how we run our company and how we deliver 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! Financial Solutions Advisor Stage I (FSA I)
– your journey begins with obtaining Securities Industry licenses. You will receive dedicated and personalized classes for
Securities Industry Essentials (SIE) ,
Series 7 , and
Series 66
exams. Once licensed, you will learn foundational skills to advise clients—acquiring, building and managing relationships, and guiding clients with advice and solutions to help them live their best financial lives, while humanizing financial interactions. After achieving key milestones, you will work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. We will equip you with everything you need as you advance through the stages of development. Upon successful progression to
Stage II , you will continue to grow within a broader career path at Bank of America and Merrill. The Academy supports you with programs, tools, and resources throughout your career journey. 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 complete the SAFE Act background check and registration process. Failure to obtain or maintain SAFE Act registration may result in termination. What we’ll offer 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 invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and solutions. Earn your SIE, Series 7 and Series 66 licenses through structured lessons and dedicated study time. You must obtain your licenses within the stated timelines. Build your network by interacting with banking customers, small business owners and higher net worth clients. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals. Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions. Required Qualifications
Aptitude in obtaining required industry licenses. Self-discipline in managing time and capacity. Experience in cultivating client relationships and recommending solutions. Ability to build strong peer relationships through effective communication and collaboration. Results-driven mindset prioritizing clients’ interests in a complex, fast-paced environment. Ability to execute multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications
Bachelor’s degree and/or at least one year of financial services industry or sales experience. Schedule
Monday – Friday with rotating Saturdays Skills
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent Shift
1st shift (United States of America) Hours Per Week
40
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Financial Solutions Advisor Registration Candidate - Westport Avenue Financial Center
role at
Bank of America This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$28.00/hr - $33.00/hr 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. Responsible Growth is how we run our company and how we deliver 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! Financial Solutions Advisor Stage I (FSA I)
– your journey begins with obtaining Securities Industry licenses. You will receive dedicated and personalized classes for
Securities Industry Essentials (SIE) ,
Series 7 , and
Series 66
exams. Once licensed, you will learn foundational skills to advise clients—acquiring, building and managing relationships, and guiding clients with advice and solutions to help them live their best financial lives, while humanizing financial interactions. After achieving key milestones, you will work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. We will equip you with everything you need as you advance through the stages of development. Upon successful progression to
Stage II , you will continue to grow within a broader career path at Bank of America and Merrill. The Academy supports you with programs, tools, and resources throughout your career journey. 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 complete the SAFE Act background check and registration process. Failure to obtain or maintain SAFE Act registration may result in termination. What we’ll offer 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 invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and solutions. Earn your SIE, Series 7 and Series 66 licenses through structured lessons and dedicated study time. You must obtain your licenses within the stated timelines. Build your network by interacting with banking customers, small business owners and higher net worth clients. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals. Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions. Required Qualifications
Aptitude in obtaining required industry licenses. Self-discipline in managing time and capacity. Experience in cultivating client relationships and recommending solutions. Ability to build strong peer relationships through effective communication and collaboration. Results-driven mindset prioritizing clients’ interests in a complex, fast-paced environment. Ability to execute multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications
Bachelor’s degree and/or at least one year of financial services industry or sales experience. Schedule
Monday – Friday with rotating Saturdays Skills
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent Shift
1st shift (United States of America) Hours Per Week
40
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