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 and help clients with their financial needs. It’s all about guiding them to live their best financial lives while making those interactions feel personal and human.

Actually, you’ll get some pretty solid training! Bank of America offers dedicated classes for your licensing exams 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 grow in your career.

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 won’t feel stuck!

Yes, there are some important requirements. You’ll need to register with the federal registry system under the SAFE Act since this role involves residential loan mortgage originations. Keeping that registration in good standing is crucial, or it could lead to termination.

It’s a pretty inclusive and supportive workplace! They’re committed to being a great place to work, focusing on your wellness—physically, emotionally, and financially. Plus, they emphasize flexibility based on your role, so it’s a nice balance!