Bank of America is on FGB’s Best Finance Companies for Women of 2018.
A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years,
Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.
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.
Brokerage Financial Solutions Advisors (FSA) are passionate about helping make the financial lives of our clients better through every connection. As an FSA, you will enjoy working in a team-based environment, engaging clients through inbound and outbound calls. FSAs deepen relationships with existing clients, while providing advice and service support. You will conduct enhanced portfolio reviews, tailor advice and guidance based on the client’s goals and objectives, while closing on new asset opportunities. FSAs set clear client expectations to create a smooth transition and continuation of the Bank of America / Merrill relationship. If you are interested in growing a long term career in finance, passionate about developing strong relationships with clients, and want the ability to learn more about markets and investments, the Brokerage Financial Solutions Advisor role is ideal for you. 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.
We’ll help you:
We’re a culture that
Enterprise Role Overview:
Financial Solutions Advisors (FSAs) are phone-based licensed advisors (series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. 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 actions up to and including termination.
1st shift (United States of America)
Hours Per Week:
At Bank of America, we’re creating real, meaningful relationships with individuals, businesses and communities to help them focus on what matters most. Every day, we connect with 57 million customers, using our skills and expertise to help make their lives better.
We are committed to attracting and retaining top talent around the world to ensure we continue to deliver ...