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- Tasks: Become a Financial Solutions Advisor by providing tailored financial advice and solutions to clients.
- Company: Join Bank of America, a leader in financial services committed to making lives better.
- Benefits: Enjoy competitive pay, industry-leading benefits, and paid time off while working in a supportive environment.
- Why this job: This role offers growth opportunities, a diverse culture, and the chance to make a real impact.
- Qualifications: Must be willing to obtain Series 7 & 66 licenses; sales experience and strong client skills are preferred.
- Other info: This position requires registration with federal systems and background checks for compliance.
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Financial Solutions Advisor Registration Candidate – Consumer Investments – Salisbury South Financial Center, Salisbury
Client:
Bank of America
Location:
Salisbury, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
f7b95d7c6e04
Job Views:
4
Posted:
29.06.2025
Expiry Date:
13.08.2025
Job Description:
Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering 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 a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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 include providing comprehensive advice and customized solutions to clients, conducting client reviews, engaging with customers, triaging leads, and participating in ongoing training.
This role acts as a bridge between banking and brokerage, requiring a general awareness of core banking and investment solutions. Required skills include obtaining Series 7 & 66 licenses within 120 days, with Series 7 and 66 (or 63 & 65) being necessary for the role.
This position is subject to SAFE Act registration requirements, including registration with the federal registry system and background checks. Failure to maintain registration may lead to disciplinary action, including termination.
Required Qualifications:
- Willingness to complete required industry licensing
- Confidence in sales roles
- Strong client relationship skills
- Proactive mindset and good time management
- Results-driven with client interests in mind
- Ability to identify appropriate client solutions
- Regulatory due diligence knowledge
Desired Qualifications:
- Bachelor’s degree and/or one year of financial services or sales experience
- Adaptability to new technology
- Ability to multitask
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay Range: $28.85 – $33.65 hourly, based on experience, education, and skills.
This role is benefits eligible, offering industry-leading benefits, paid time off, and resources to support employees in making a positive impact.
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Financial Solutions Advisor Registration Candidate - Consumer Investments - Salisbury South Fin[...] employer: Bank of America
Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Solutions Advisor Registration Candidate - Consumer Investments - Salisbury South Fin[...]
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the products and services offered by Bank of America. Understanding their offerings will help you engage more effectively with clients and demonstrate your knowledge during interviews.
✨Tip Number 2
Network with current or former employees of Bank of America, particularly those in similar roles. They can provide valuable insights into the company culture and expectations, which can give you an edge in your application process.
✨Tip Number 3
Prepare for the licensing requirements by studying for the Series 7 and 66 exams ahead of time. Showing that you are proactive about obtaining these licenses can set you apart from other candidates.
✨Tip Number 4
Demonstrate your sales skills through role-playing scenarios or mock interviews. Being able to showcase your confidence in sales roles will be crucial, as this position requires strong client relationship skills and a results-driven mindset.
We think you need these skills to ace Financial Solutions Advisor Registration Candidate - Consumer Investments - Salisbury South Fin[...]
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Solutions Advisor Registration Candidate. Familiarise yourself with the required qualifications and skills mentioned in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise any sales experience, client relationship skills, and your willingness to obtain necessary licenses.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your background and skills make you a great fit for the Financial Solutions Advisor position and express your commitment to ongoing training and development.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Bank of America
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Financial Solutions Advisor. Familiarise yourself with the required licenses, such as Series 7 and 66, and be prepared to discuss how your skills align with these requirements.
✨Showcase Your Sales Confidence
Since confidence in sales roles is crucial for this position, prepare examples from your past experiences where you successfully engaged clients or closed deals. This will demonstrate your ability to thrive in a sales environment.
✨Demonstrate Client Relationship Skills
Be ready to discuss how you've built and maintained client relationships in previous roles. Highlight your proactive mindset and how you prioritise client interests, as these are key attributes for success in this role.
✨Prepare for Regulatory Questions
Given the regulatory nature of the role, brush up on your knowledge of due diligence and compliance. Be prepared to answer questions about how you would handle regulatory requirements and maintain your registrations.
