Bank of America
Financial Solutions Advisor - Registration Candidate - Downtown Chicago, IL
Bank of America, Chicago, Illinois, United States, 60290
Financial Solutions Advisor - Registration Candidate - Downtown Chicago, IL
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. 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 with 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. 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.
Responsibilities
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Receive 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 needs and appropriate solutions.
Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) with structured lessons and dedicated 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 to 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.
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, accessing needs and recommending solutions.
Ability to build strong peer relationships through effective communication and collaboration.
Results-driven mindset with a client-first approach 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 a minimum of one year of financial services industry or sales experience.
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
Work Schedule Weekly Hours - Monday through Friday, some Saturdays required
Shift: 1st shift (United States of America)
Hours Per Week: 40
Location: Downtown Chicago, IL
Employment type: Full-time
Seniority level: Internship
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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 with 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. 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.
Responsibilities
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Receive 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 needs and appropriate solutions.
Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) with structured lessons and dedicated 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 to 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.
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, accessing needs and recommending solutions.
Ability to build strong peer relationships through effective communication and collaboration.
Results-driven mindset with a client-first approach 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 a minimum of one year of financial services industry or sales experience.
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
Work Schedule Weekly Hours - Monday through Friday, some Saturdays required
Shift: 1st shift (United States of America)
Hours Per Week: 40
Location: Downtown Chicago, IL
Employment type: Full-time
Seniority level: Internship
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