**Job Description:**

At Bank of America, we’re creating real, meaningful relationships with
individuals and businesses across the country. Each day, we connect with 67
million clients through a growing specialist workforce and our world-class
digital platform. With each relationship and connection, we are looking to
provide care and guidance for our clients when they need us most – whether
they are just starting out, buying a home, building a family or planning for
retirement. As part of our commitment, we are looking for the next generation
of Financial Advisors—those with a passion for growing a long-term career and
a drive to make our clients’ financial lives better.  

If you are an individual who is passionate about helping clients reach their
financial goals, join Bank of America’s **Advisor Development Program** and
become an investment specialist in one of over 4,000 financial center
locations nationwide. From day one, you will receive training from our-award
winning **Academy at Bank of America** , including hands-on practice,
personalized coaching and dedicated support throughout your on-boarding
experience. **The Academy** offers a defined path to becoming an advisor
through a multi-stage training program, one that provides you with the
necessary experience and skills to succeed in your role and throughout your
career journey.  

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 – from acquiring, building and
managing client relationships to considering a client’s 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 America’s 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 you’ve
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.  

**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.  
• **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 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.  
• **Build your network.** Starting at a financial center, you’ll interact with
banking customers, small business owners and higher net worth clients alike.
You’ll be able to leverage our relationships with one out of two households in
the U.S. to help eventually 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 and life priorities.  
• **Collaborate with core banking and investment partners.** Connect clients
to all of the solutions we provide through Bank of America and Merrill to meet
virtually all of their financial needs.  

**As a Financial Solutions Advisor Stage I, you can look forward to**  

• Unlimited potential for financial growth.  
• A strong referral base from across the business through our relationship
with one in every two households.  
• Managing a portfolio of clients by providing exceptional client care with
industry leading products, services, and education.  
• Robust marketing support to reach wider audiences with greater appeal.  
• Ongoing professional development to deepen your skills and optimize your
practice as the industry evolves and changes.  
• Opportunities to connect with experts including small business consultants,
mortgage lenders and investment advisors.  

**We’re a culture that**  

• Believes in responsible growth and has a proven dedication to supporting the
communities we serve.  
• Provides continuous training and developmental opportunities to help people
achieve their goals, whatever their background or experience.  
• Believes diversity makes us stronger, so we can reflect, connect to and meet
the diverse needs of our clients and customers around the world.  
• Is committed to advancing our tools, technology, and ways of working. We
always put our clients first to meet their evolving needs.

**Required Qualifications:**  
• Sets and accomplishes goals, achieving whatever you put your mind to.  
• Is comfortable in a sales role, finding ways to nurture strong relationships
with prospective clients.  
• Communicates clearly and confidently with clients from all walks of life.  
• Works well with others and collaborates productively to get things done.  
• Can manage complexity, prioritize tasks and execute in a fast-paced
environment.  
• Likes to learn on your feet, adapting to new information and seeking the
right solutions for clients.  
• Efficiently manages your time and capacity.  
• Is thorough and will incorporate relevant regulatory due diligence into
daily to-do’s and long-term strategies for clients.  

**Desired Qualifcations:**  
• Strong computer skills with an ability to multitask in a demanding
environment.  
• A bachelor’s degree, or 1-2 years’ experience working in the financial
service industry and/or a sales environment where goals were met or exceeded.  
• Experience assessing client needs, identifying/recommending solutions, and
building/managing client relationships.

**Shift:**

1st shift (United States of America)

**Hours Per Week:  **

40



Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.

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 All available job offers can be found on their public website.
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Bank of America

Join Bank of America's Advisor Development Program as a Financial Solutions Advisor Stage I in Aurora. From day one, receive training and support to obtain necessary licenses and skills. Work in a financial center, helping clients with their financial needs while building a long-term career.

Financial Solutions Advisor Stage I - Registration candidate - Market Square Aurora Financial Center

Summary