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

Well, as a Financial Solutions Advisor, you’d 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 navigate their financial needs and providing tailored advice to improve their financial lives.

You’ll get some awesome 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, so you’ll have all the support you need as you learn and grow 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 you can really build a long-term career.

It’s a pretty inclusive and supportive workplace! They focus on being a great place to work, which means they care about your wellness—physically, emotionally, and financially. You’ll also have a mix of in-office work with some flexibility based on your role.

Yes, since this role involves residential loan mortgage originations, you’ll need to register with the federal registry system as part of the SAFE Act requirements. It’s important to maintain that registration to keep your position, so that’s something to keep in mind!