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. After that, you’ll learn how to build and manage client relationships, helping them with their financial needs and guiding them to make the best financial decisions. It’s all about humanizing those financial interactions!

Actually, you’ll receive some pretty solid training! Bank of America offers world-class onboarding programs and one-on-one coaching from Academy managers. They really invest in your success, so you’ll have all the tools you need to thrive in your role.

Absolutely! Once you show success as a Financial Solutions Advisor Stage I, you can move up to Stage II, where you’ll deepen your client relationships. Plus, there are plenty of opportunities to advance within Bank of America and Merrill, so your career can really take off!

Yes, there are! Since this role involves residential loan mortgage originations, you’ll need to register with the federal registry system under the SAFE Act. You’ll also have to pass a background check, and keeping that registration up to date is crucial to stay in the role.

It’s pretty great! They focus on being an inclusive workplace and really care about their employees’ well-being, both physically and financially. Plus, they emphasize responsible growth and making a positive impact in the communities they serve, which is really nice to be a part of!