Financial Solutions Advisor Registration Candidate

4 weeks ago


Arlington, Virginia, United States Bank of America Full time
Job Title:

Financial Solutions Advisor Registration Candidate

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. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a highly motivated and detail-oriented Financial Solutions Advisor Registration Candidate to join our team.

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. Key responsibilities include:

  • Providing end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals
  • Conducting client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions
  • Engaging and sharing 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
  • Participating in on-going training and interaction with the Merrill Lynch Wealth Management Complex

This role is a bridge between banking and brokerage, and the FSA Stage I must have a general awareness of core banking and investment solutions. Required skills include:

  • Series 7 & 66 must be obtained within 120 days
  • Strong communication and 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: 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 and affirmative action, 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.



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