Bank of America
Financial Solutions Advisor Registration Candidate - Greater DFW Area
Bank of America, Mckinney, Texas, United States, 75070
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. We are committed to an inclusive workplace, supporting our teammates' wellness, recognizing performance, and making 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 flexibility based on role-specific considerations. This position is subject to SAFE Act registration requirements for residential loan mortgage originations. As a
Financial Solutions Advisor Stage I (FSA I) , you will begin by obtaining Securities Industry licenses, with dedicated classes for
Securities Industry Essentials (SIE), Series 7 and Series 66 Exams . Once licensed, you will learn foundational skills to advise clients by considering a client’s complex financial picture and delivering solutions that help them live their best financial lives, while humanizing financial interactions. After reaching key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. The Academy will support you with programs, tools, and resources throughout your career journey. Typically, after demonstrated success as a licensed FSA I, you will progress to
Financial Solutions Advisor Stage II , continuing to grow relationships within a client portfolio. This role provides opportunities to advance in many positions within Bank of America and Merrill, with ongoing Academy support. This position may require participation in the SAFE Act background check and registration process. Failure to obtain or maintain SAFE Act registration may result in termination. Work Schedule
Monday through Friday, some Saturdays required. Schedule examples: 8am-5pm, 9am-6pm, etc. We’ll help you
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 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 SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66); structured lessons and dedicated study time. You must obtain your SIE within 30 days of hire and your Series 7 & 66 within 120 days. Build your network by interacting with banking customers, small business owners, and higher net worth clients at a financial center, and leverage relationships 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 solutions from 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 client-focused approach in a complex, fast-paced environment. Ability to manage 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 Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Note:
This requisition contains multiple locations but there is not an immediate opening for every location listed. Shift
1st shift (United States of America) Hours Per Week
40
#J-18808-Ljbffr
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. We are committed to an inclusive workplace, supporting our teammates' wellness, recognizing performance, and making 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 flexibility based on role-specific considerations. This position is subject to SAFE Act registration requirements for residential loan mortgage originations. As a
Financial Solutions Advisor Stage I (FSA I) , you will begin by obtaining Securities Industry licenses, with dedicated classes for
Securities Industry Essentials (SIE), Series 7 and Series 66 Exams . Once licensed, you will learn foundational skills to advise clients by considering a client’s complex financial picture and delivering solutions that help them live their best financial lives, while humanizing financial interactions. After reaching key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. The Academy will support you with programs, tools, and resources throughout your career journey. Typically, after demonstrated success as a licensed FSA I, you will progress to
Financial Solutions Advisor Stage II , continuing to grow relationships within a client portfolio. This role provides opportunities to advance in many positions within Bank of America and Merrill, with ongoing Academy support. This position may require participation in the SAFE Act background check and registration process. Failure to obtain or maintain SAFE Act registration may result in termination. Work Schedule
Monday through Friday, some Saturdays required. Schedule examples: 8am-5pm, 9am-6pm, etc. We’ll help you
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 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 SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66); structured lessons and dedicated study time. You must obtain your SIE within 30 days of hire and your Series 7 & 66 within 120 days. Build your network by interacting with banking customers, small business owners, and higher net worth clients at a financial center, and leverage relationships 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 solutions from 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 client-focused approach in a complex, fast-paced environment. Ability to manage 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 Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Note:
This requisition contains multiple locations but there is not an immediate opening for every location listed. Shift
1st shift (United States of America) Hours Per Week
40
#J-18808-Ljbffr