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- Tasks: Become a Financial Solutions Advisor, helping clients with their financial journeys.
- Company: Join Bank of America, a leader in client relationships and financial solutions.
- Benefits: Enjoy comprehensive training, paid time off, and opportunities for professional growth.
- Why this job: Kickstart your career with hands-on training and a supportive culture focused on community service.
- Qualifications: A bachelor's degree or relevant experience is preferred; strong communication and relationship-building skills are essential.
- Other info: This role requires SAFE Act registration and offers unlimited growth potential.
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Financial Solutions Advisor Registration Candidate – Mount Hope Financial Center, NY, Rochester
Client:
Bank of America
Location:
Job Category:
Other
EU work permit required:
Yes
Job Reference:
27af721bf84e
Job Views:
16
Posted:
12.08.2025
Expiry Date:
26.09.2025
Job Description:
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 digital platform. We aim 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.
We are looking for the next generation of Financial Advisors—those passionate about growing a long-term career and improving clients’ financial lives. Join us and receive comprehensive training from our Academy, including hands-on practice, coaching, and support throughout your onboarding. The Academy offers a structured path to becoming an advisor through a multi-stage program, equipping you with the skills needed for success.
As a Financial Solutions Advisor Stage I (FSA I), you will obtain your Securities Industry licenses, including classes for the SIE, Series 7, and Series 66 exams. You will learn to build and manage client relationships, consider complex financial situations, and guide clients with advice and solutions. After reaching key milestones, you will work in a financial center to deliver banking, investment solutions, and client care. Progression to Stage II involves deepening client relationships and expanding your skills, with opportunities for advancement within Bank of America and Merrill.
This position requires SAFE Act registration, including background checks and registration processes. Failure to maintain registration may lead to termination.
We’ll support you to:
- Build a successful career with world-class training and onboarding.
- Receive coaching from dedicated managers.
- Grow your knowledge through a consultative approach.
- Obtain necessary licenses within specified timelines.
- Build your network by interacting with various clients.
- Provide comprehensive advice and client reviews.
- Collaborate with banking and investment partners.
As a Financial Solutions Advisor Stage I, you can expect:
- Unlimited potential for growth.
- A strong referral network.
- Managing a portfolio and providing exceptional client care.
- Marketing support and ongoing professional development.
- Opportunities to connect with specialists.
Our culture:
- Supports responsible growth and community service.
- Offers continuous training and development.
- Values diversity and inclusion.
- Focuses on innovative tools and client-first approaches.
Required skills include goal-setting, relationship-building, clear communication, collaboration, managing complexity, adaptability, time management, and regulatory diligence.
Desired skills include computer proficiency, a bachelor’s degree or relevant experience, and experience in financial services or sales.
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay Transparency details:
Pay range: $28.85 – $33.65 hourly, based on experience.
This role offers a base salary, not incentive-eligible.
Benefits are provided, including paid time off and resources to support employee growth.
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Financial Solutions Advisor Registration Candidate - Mount Hope Financial Center, NY 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 - Mount Hope Financial Center, NY
✨Tip Number 1
Network with current Financial Solutions Advisors or employees at Bank of America. Reach out on LinkedIn or attend local finance events to gain insights about the role and the company culture.
✨Tip Number 2
Familiarise yourself with the Securities Industry licenses you'll need, such as the SIE, Series 7, and Series 66. Consider taking preparatory courses or joining study groups to boost your confidence before the exams.
✨Tip Number 3
Demonstrate your passion for client relationships by volunteering or engaging in community service. This experience can showcase your commitment to helping others, which is a key aspect of the Financial Solutions Advisor role.
✨Tip Number 4
Stay updated on financial news and trends. Being knowledgeable about current events in the financial sector will help you engage in meaningful conversations during interviews and show your dedication to the field.
We think you need these skills to ace Financial Solutions Advisor Registration Candidate - Mount Hope Financial Center, NY
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Financial Solutions Advisor position. Familiarise yourself with the skills needed, such as relationship-building and clear communication.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services or sales. Emphasise any skills that align with the job description, such as goal-setting and adaptability.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients improve their financial lives. Mention specific experiences that demonstrate your ability to build relationships and provide exceptional client care.
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 complete.
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 key skills required, such as relationship-building and clear communication, so you can demonstrate how your experience aligns with these expectations.
✨Showcase Your Passion for Finance
During the interview, express your enthusiasm for helping clients improve their financial lives. Share any relevant experiences or stories that highlight your commitment to the financial services industry and your desire to grow within it.
✨Prepare for Regulatory Questions
Since this role requires SAFE Act registration and involves obtaining various securities licenses, be prepared to discuss your understanding of regulatory compliance and how you would approach maintaining diligence in this area.
✨Ask Insightful Questions
Prepare thoughtful questions about the training programme and career progression opportunities at Bank of America. This shows your interest in the role and helps you gauge if the company culture aligns with your values.
