National Financial Solutions Advisor I (Series 7 Required)
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Bank of America is hiring a National Financial Solutions Advisor I (Series 7 Required). National Financial Solutions Advisor I at Bank of America guides clients through investment, banking and lending solutions via a contact‑center model, delivering comprehensive advice and building relationships while leveraging the Bank of America and Merrill offerings.
Key focus areas include Provide end‑to‑end comprehensive advice to clients, Identify client needs and recommend appropriate financial solutions, and Collaborate with core banking and investment partners to deliver services.
Successful candidates bring Must Be 18+, Series 7, and Series 66 Or Equivalent. Important skills include Sales Role, Nurture Strong Client Relationships, Communicates Clearly And Confidently, Works Well With Others, Collaborates Productively, and Manage Complexity. Preferred (not required): Assessing Client Needs, Identifying/Recommending Solutions, Building/Managing Client Relationships, and Strong Computer Skills.
Skills & qualifications
Skills
Qualifications
Full job description
National Financial Solutions Advisor I (Series 7 Required)
Riverside, Rhode Island;Lincoln, Rhode Island
To proceed with your application, you must be at least 18 years of age.
Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.
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To proceed with your application, you must be at least 18 years of age.
Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.
As a National Financial Solutions Advisor (NFSA I) , your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.
Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey.
We’ll help you
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Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
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Get training and one-on-one coaching from Academy managers who are invested in your success.
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Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
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Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
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Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
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Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As a Financial Solutions Advisor, you can look forward to
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Unlimited potential for financial growth.
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Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
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Robust marketing support to reach wider audiences with greater appeal.
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Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
We’re a culture which
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Believes in responsible growth and has a proven dedication to supporting the communities we serve.
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Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
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Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
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Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
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Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
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Is comfortable in a sales role, finding ways to nurture strong client relationships.
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Communicates clearly and confidently with clients from all walks of life.
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Works well with others and collaborates productively to get things done.
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Can manage complexity, prioritize tasks and execute in a fast-paced environment.
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Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
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Efficiently manages your time and capacity.
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Is thorough, and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.
Desired Qualifications:
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A bachelor’s degree,and0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.
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Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
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Strong computer skills with an ability to multitask in a demanding environment.
Skills:
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Account Management
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Advisory
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Client Experience Branding
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Customer and Client Focus
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Oral Communications
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Active Listening
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Attention to Detail
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Client Solutions Advisory
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Issue Management
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Pipeline Management
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Causation Analysis
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Client Management
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Policies, Procedures, and Guidelines
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Risk Management
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Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) " poster.
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust, fiduciary and investment management services are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Bank of America Private Bank is a division of Bank of America, N.A.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
© 2026 Bank of America Corporation. All rights reserved.
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