What’s Bank of America like in terms of their business, the role, and the work culture?

Well, as a Financial Solutions Advisor, you’ll start by getting your Securities Industry licenses, like the SIE, Series 7, and Series 66. Once you’re licensed, you’ll help clients manage their financial needs by building relationships and guiding them through their financial situations. It’s all about making financial interactions more personal and supportive!

Actually, you’ll get some pretty solid training! Bank of America offers dedicated classes for your licenses and one-on-one coaching from Academy managers. They really want to set you up for success and help you grow your business knowledge along the way.

Absolutely! Once you show success as a Financial Solutions Advisor Stage I, you can move up to Stage II, where you’ll deepen client relationships. Plus, there are many other roles you can advance into within Bank of America and Merrill, so there’s plenty of opportunity to grow your career!

So, one important requirement is that you’ll need to register with the federal registry system due to the SAFE Act, especially since this role involves residential loan mortgage originations. You’ll also need to pass a background check related to that registration.

It’s pretty great! Bank of America emphasizes an in-office culture, but they also allow some flexibility based on your role. They focus on being an inclusive workplace and really care about the well-being of their employees, which is nice to see!