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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. 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 disciplinary action up to and including termination.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role
[Music in background throughout]
[Bank of America® logo shown periodically throughout]
At Bank of America, I get to make a difference every day.
On screen copy:
Advisor Training Programs
On screen disclosure:
Please see important information at the end of this video.
As an Advisor, my job is to advise my clients on their investment goals and match them with the right portfolio and specialists to help them pursue those goals.
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Advise clients on their investment goals in order to pursue those goals
I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child’s college education. I match my knowledge of financial markets and investment products with clients’ individual investment needs.
A key part of my role is accomplishing performance goals through consultative, needs-based analysis and organized follow-up with my clients.
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Accomplishing performance goals through needs-based analysis and client follow-up
When I first started, I had a lot to learn about the investment world and compliance standards but I was equipped with the tools and training I needed to succeed.
In my last job, I worked mostly on my own. Here, I get to work in a team environment every day.
On screen copy:
Team environment
I even get some of my best referrals from my teammates. And since I work with people in so many different departments, I’m able to build connections and learn more about other roles. Everyone here is really supportive of your career growth.
I meet with my manager on a regular basis to talk about my goals, and she gives me advice for how to make them a reality.
On screen copy:
Regular meetings with your manager to make your goals a reality
As an Advisor, you will participate in the award-winning Academy at Bank of America.
On screen copy:
Trained by the award-winning Academy at Bank of America
Brandon Hall Gold Award for “Learning and Development”
From my first day to today, the Academy has equipped me with all the resources I needed to be successful in acquiring my Security Licenses. I was provided with dedicated study time, training, and support
On screen copy:
While studying for Security Licenses, the Academy at Bank of America provides:
● Dedicated study time
● Training
● Support
while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
On screen copy:
● Securities Industry Essentials
● Series 7
● Series 66
I’m hoping to move into a leadership role in the future and I feel I’ll be able to make this a reality, thanks to my manager and the people around me.
And it’s that kind of support that makes it so easy to support my clients every day. We all have goals. Pursue yours at Bank of America and Merrill.
On screen copy:
Bank of America® logo
Learn more: bankofamerica.com/Careers
On screen disclosures:
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Investment products:
Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
©2024 Bank of America Corporation. All rights reserved.
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MAP-7261961 Exp-5/19/26
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