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I’m Ms. Smith, currently looking for a job. I’d like to ask Dr. Job about the Financial Solutions Advisor Registration Candidate- Roswell Wieuca position at Bank of America.
What’s the main role of a Financial Solutions Advisor at Bank of America?
Well, as a Financial Solutions Advisor, you’ll start by getting your Securities Industry licenses, like the SIE and Series 7. Then, 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.
Is there any training involved for this position?
Absolutely! You’ll go through world-class training and onboarding programs. Plus, you’ll get one-on-one coaching from managers who really want to see you succeed. It’s all about setting you up for a successful career!
What happens after I get my licenses and start working?
Once you’re licensed, you’ll begin working in a financial center, applying what you’ve learned. As you demonstrate success, you can move up to the next level, becoming a Financial Solutions Advisor Stage II, where you’ll deepen your client relationships and have more opportunities for advancement.
Are there any specific requirements I need to be aware of?
Yes, since this role involves residential loan mortgage originations, you’ll need to register with the federal registry system under the SAFE Act. It’s important to maintain that registration, as failing to do so could lead to termination.
What’s the work culture like at Bank of America?
It’s really focused on being a great place to work! They emphasize inclusivity, support for employee wellness, and making a positive impact in the community. Plus, there’s a strong commitment to professional growth and development throughout your career.
Thank you, Dr. Job. I will review the details.
Company Information
Company: Bank of America
Industry: Banking / Financial Services
Location: Atlanta, GA
Source: The Muse (12/09/2025)