Financial Solutions Advisor Registration Candidate - ...

Financial Solutions Advisor Registration Candidate - Woodbury Financial Center Woodbury, New York To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge ( 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. 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 teammatesu2019 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 Job Description : As a Financial Solutions Advisor Stage I (FSA I), your journey begins 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 u2013 from acquiring, building and managing client relationships to considering a clientu2019s 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 Americau2019s 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 youu2019ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. 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. Weu2019ll help you u00b7 Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. u00b7 Get training and one-on-one coaching from Academy managers who are invested in your success. u00b7 Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. u00b7 Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. u00b7 Build your network. Starting at a financial center, youu2019ll interact with banking customers, small business owners and higher net worth clients alike. Youu2019ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. u00b7 Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. u00b7 Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications : u00b7 Aptitude in obtaining required industry licenses. u00b7 Must be self-disciplined in managing time and capacity. u00b7 Experience in cultivating client relationships, accessing needs and recommending solutions. u00b7 Success creating strong peer relationships through effective communication and collaboration. u00b7 Demonstrates a results-driven mindset while prioritizing clientu2019s interest in a complex, fast-paced environment. u00b7 Executes multiple tasks simultaneously. u00b7 Learns and adapts to new technology or applications. Desired Qualifications : Bacheloru2019s degree and/or a minimum of one year of financial services industry or sales experience Schedule: Monday u2013 Fridays and rotating Saturdays Skills: u00b7 Advisory u00b7 Account Management u00b7 Client Experience Branding u00b7 Customer and Client Focus u00b7 Oral Communications u00b7 Issue Management u00b7 Client Solutions Advisory u00b7 Pipeline Management u00b7 Active Listening u00b7 Attention to Detail u00b7 Risk Management u00b7 Policies, Procedures, and Guidelines u00b7 Client Management u00b7 Causation Analysis u00b7 Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, 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, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the

Created: 2025-10-06