National Black MBA Association
Financial Solutions Advisor Registration Candidate - Westport Avenue Financial C
National Black MBA Association, Norwalk, Connecticut, us, 06860
Overview
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. We are committed to being a great place to work, with an inclusive workplace, exceptional talent development, and a focus on wellness, recognition, and community impact. Bank of America supports an in-office culture with role-based flexibility and required attendance as appropriate to the position. This is a path to building a successful career with opportunities to learn, grow, and make an impact. As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses through dedicated training for the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. You will learn foundational skills to acquire, build, and manage client relationships, assess a client’s financial picture, and provide advice and solutions to help clients 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 and investment solutions and client care. Progression typically leads to Financial Solutions Advisor Stage II, with ongoing development supported by The Academy. This position requires SAFE Act registration for residential loan mortgage originations, including background checks and ongoing compliance.
We’ll help you
Build a successful career at Bank of America through world-class training and on-boarding programs. Receive training and one-on-one coaching from Academy managers dedicated to your success. Grow your business knowledge using a defined consultative approach to identify client needs and solutions. Earn SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) with structured study time; obtain SIE within 30 days of hire and Series 7 & 66 within 120 days. Build your network by interacting with banking customers, small business owners, and higher net worth clients; leverage Bank of America relationships to grow your business. Provide end-to-end 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 meet clients’ financial needs through Bank of America and Merrill.
Required Qualifications
Aptitude in obtaining required industry licenses. Self-discipline in managing time and capacity. Experience in cultivating client relationships, assessing needs, and recommending solutions. Ability to build strong peer relationships through effective communication and collaboration. Results-driven mindset with a focus on client interests in a fast-paced environment. Ability to execute multiple tasks simultaneously. Learns and adapts to new technology or applications.
Desired Qualifications
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Schedule and Hours
Schedule:
Monday – Friday with rotating Saturdays Hours Per Week:
40
Pay and Benefits
Pay Transparency details US - CT - Norwalk - 578 Westport Ave - Westport Ave (CT2258) Pay range: $28.85 - $33.65 hourly. Offers determined based on experience, education, and skill set. Predictable pay: This role is compensated with a base salary and is not incentive eligible. Benefits are available; the company provides industry-leading benefits, paid time off, and resources to support employees and communities.
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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. We are committed to being a great place to work, with an inclusive workplace, exceptional talent development, and a focus on wellness, recognition, and community impact. Bank of America supports an in-office culture with role-based flexibility and required attendance as appropriate to the position. This is a path to building a successful career with opportunities to learn, grow, and make an impact. As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses through dedicated training for the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. You will learn foundational skills to acquire, build, and manage client relationships, assess a client’s financial picture, and provide advice and solutions to help clients 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 and investment solutions and client care. Progression typically leads to Financial Solutions Advisor Stage II, with ongoing development supported by The Academy. This position requires SAFE Act registration for residential loan mortgage originations, including background checks and ongoing compliance.
We’ll help you
Build a successful career at Bank of America through world-class training and on-boarding programs. Receive training and one-on-one coaching from Academy managers dedicated to your success. Grow your business knowledge using a defined consultative approach to identify client needs and solutions. Earn SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) with structured study time; obtain SIE within 30 days of hire and Series 7 & 66 within 120 days. Build your network by interacting with banking customers, small business owners, and higher net worth clients; leverage Bank of America relationships to grow your business. Provide end-to-end 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 meet clients’ financial needs through Bank of America and Merrill.
Required Qualifications
Aptitude in obtaining required industry licenses. Self-discipline in managing time and capacity. Experience in cultivating client relationships, assessing needs, and recommending solutions. Ability to build strong peer relationships through effective communication and collaboration. Results-driven mindset with a focus on client interests in a fast-paced environment. Ability to execute multiple tasks simultaneously. Learns and adapts to new technology or applications.
Desired Qualifications
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Schedule and Hours
Schedule:
Monday – Friday with rotating Saturdays Hours Per Week:
40
Pay and Benefits
Pay Transparency details US - CT - Norwalk - 578 Westport Ave - Westport Ave (CT2258) Pay range: $28.85 - $33.65 hourly. Offers determined based on experience, education, and skill set. Predictable pay: This role is compensated with a base salary and is not incentive eligible. Benefits are available; the company provides industry-leading benefits, paid time off, and resources to support employees and communities.
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