Bank of America
Financial Solutions Advisor Registration Candidate - Greater DFW Area
Bank of America, Dallas, Texas, United States, 75215
Overview
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, including our commitment to an inclusive workplace, attracting and developing talent, supporting teammates’ wellness, recognizing performance, and making an impact in the communities we serve. This position supports an in-office culture with role-specific attendance requirements and a level of flexibility. Position: Financial Solutions Advisor Stage I (FSA I) – Greater DFW Area. This role involves obtaining Securities Industry licenses and progressing through staged development toward advising clients with a broad set of banking and investment solutions. Note: This requisition contains multiple locations but there is not an immediate opening for every location listed. Responsibilities
Begin your journey by obtaining Securities Industry licenses through dedicated classes for SIE, Series 7, and Series 66 exams. Develop foundational advisory skills: acquiring, building and managing client relationships and guiding clients with advice and solutions for their financial needs while humanizing financial interactions. Work in a financial center after milestones are reached to deliver Bank of America’s core banking and investment solutions and client care. Progress from Financial Solutions Advisor Stage I to Stage II by applying learned skills to grow and deepen relationships within a client portfolio. Participate in the Academy program with dedicated tools and resources to support career development. Comply with SAFE Act requirements for residential loan mortgage originations, including registration and background checks; failure to obtain/maintain registration may lead to termination. Adhere to a Monday–Friday schedule with some Saturdays required; examples include 8am–5pm or 9am–6pm. Collaborate with core banking and investment partners to connect clients with suitable solutions. Provide end-to-end comprehensive financial guidance and present client reviews to help clients meet financial goals and life priorities. Build and leverage a professional network within a financial center, interacting with banking customers, small business owners, and higher-net-worth clients. Required Qualifications
Aptitude to obtain required industry licenses. Self-discipline in time and capacity management. Experience in cultivating client relationships, assessing needs, and recommending solutions. Ability to establish strong peer relationships through effective communication and collaboration. Results-driven mindset with prioritization of clients’ interests in a fast-paced environment. Ability to manage multiple tasks simultaneously. Willingness to learn and adapt to new technology or applications. Desired Qualifications
Bachelor’s degree or at least 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 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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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, including our commitment to an inclusive workplace, attracting and developing talent, supporting teammates’ wellness, recognizing performance, and making an impact in the communities we serve. This position supports an in-office culture with role-specific attendance requirements and a level of flexibility. Position: Financial Solutions Advisor Stage I (FSA I) – Greater DFW Area. This role involves obtaining Securities Industry licenses and progressing through staged development toward advising clients with a broad set of banking and investment solutions. Note: This requisition contains multiple locations but there is not an immediate opening for every location listed. Responsibilities
Begin your journey by obtaining Securities Industry licenses through dedicated classes for SIE, Series 7, and Series 66 exams. Develop foundational advisory skills: acquiring, building and managing client relationships and guiding clients with advice and solutions for their financial needs while humanizing financial interactions. Work in a financial center after milestones are reached to deliver Bank of America’s core banking and investment solutions and client care. Progress from Financial Solutions Advisor Stage I to Stage II by applying learned skills to grow and deepen relationships within a client portfolio. Participate in the Academy program with dedicated tools and resources to support career development. Comply with SAFE Act requirements for residential loan mortgage originations, including registration and background checks; failure to obtain/maintain registration may lead to termination. Adhere to a Monday–Friday schedule with some Saturdays required; examples include 8am–5pm or 9am–6pm. Collaborate with core banking and investment partners to connect clients with suitable solutions. Provide end-to-end comprehensive financial guidance and present client reviews to help clients meet financial goals and life priorities. Build and leverage a professional network within a financial center, interacting with banking customers, small business owners, and higher-net-worth clients. Required Qualifications
Aptitude to obtain required industry licenses. Self-discipline in time and capacity management. Experience in cultivating client relationships, assessing needs, and recommending solutions. Ability to establish strong peer relationships through effective communication and collaboration. Results-driven mindset with prioritization of clients’ interests in a fast-paced environment. Ability to manage multiple tasks simultaneously. Willingness to learn and adapt to new technology or applications. Desired Qualifications
Bachelor’s degree or at least 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 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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