Bank of America
Financial Solutions Advisor Registration Candidate - South Shore Market
Bank of America, Hanover, Massachusetts, us, 02340
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.
Overview As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses and receive dedicated classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 exams. Once you have your licenses, you will be taught foundational advisor skills—acquiring, building, and managing client relationships and guiding clients to achieve their best financial lives.
You'll Help You
Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
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 SIE, Series 7 and Series 66 licenses within specified timelines—within 30 days for SIE and 120 days for Series 7 & 66.
Build your network by interacting with banking customers, small business owners, and high net‑worth clients at a financial center.
Provide end-to-end comprehensive advice, deliver client reviews and recommendations to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients to solutions that 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 Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Schedule Monday – Friday and rotating Saturday.
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.
Pay Range $28.85 – $33.65 hourly pay, offers to be determined based on experience, education and skill set.
Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Safe Act Registration 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. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
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Overview As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses and receive dedicated classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 exams. Once you have your licenses, you will be taught foundational advisor skills—acquiring, building, and managing client relationships and guiding clients to achieve their best financial lives.
You'll Help You
Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
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 SIE, Series 7 and Series 66 licenses within specified timelines—within 30 days for SIE and 120 days for Series 7 & 66.
Build your network by interacting with banking customers, small business owners, and high net‑worth clients at a financial center.
Provide end-to-end comprehensive advice, deliver client reviews and recommendations to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients to solutions that 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 Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Schedule Monday – Friday and rotating Saturday.
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.
Pay Range $28.85 – $33.65 hourly pay, offers to be determined based on experience, education and skill set.
Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Safe Act Registration 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. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
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