Financial Solutions Advisor Registration Candidate

Bank of America

Orland Park, IL

Hybrid

Full-time

$28.85 - $33.65/hr

2d ago

Apt Insight

In this role, you will enter a structured development program designed to prepare you for a long-term career as a financial advisor. Your journey begins with paid, dedicated study and classroom time to pass your critical industry licensing exams, including the Securities Industry Essentials (SIE), Series 7, and Series 66 credentials. Once licensed, you will transition to working directly within a local financial center, delivering comprehensive financial advice, core banking products, and investment solutions. You will partner with experienced team members and leverage established client relationships to systematically identify client needs and help them achieve their long-term financial goals.

About Bank of America

Bank of America is a global banking and financial services institution headquartered in Charlotte, North Carolina, serving millions of consumer and business clients across more than 35 countries.

Is This a Good Match for You?

The graph above shows a positive alignment between your profile and the role of this job. Your working style and professional priorities appear compatible with their organizational approach, which provides useful context when evaluating opportunities here.Beyond the specific role you're considering, understanding the company itself helps you make a better decision. Our analysis factors in elements like culture, management style, and organizational stability—things that significantly impact day-to-day satisfaction but are hard to glean from a job description alone. The graph above summarizes how this job stacks up against your stated preferences.

Unlock your full match with Apt ProStart with the AI-powered career test to unlock your personal career mentor, full company insights, and a personalized job board designed around your goals.

Responsibilities

Study for and pass the FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licensing examinations within the mandated program timeframes.

Cultivate and manage client relationships by conducting thorough financial reviews and recommending suitable banking and investment strategies.

Collaborate with financial center and investment partners across Bank of America and Merrill to address comprehensive client needs.

Maintain regulatory compliance and federal registration requirements, including standards under the SAFE Act.

Present consultative financial solutions and investment advice clearly to individuals, small business owners, and high-net-worth clients.

Utilize internal tools and CRM platforms to manage client portfolios, sales pipelines, and referral opportunities.

Qualifications

High school diploma, GED, or equivalent secondary education credential.

Demonstrated aptitude and commitment to study for and successfully obtain required FINRA and state licenses within strict deadlines.

Proven experience building client relationships, assessing needs, and recommending tailored solutions.

Ability to satisfy SAFE Act registration requirements and background checks without regulatory restrictions.

Strong self-discipline, time management skills, and capacity to handle multiple priorities in a fast-paced environment.

Nice to Have

Active FINRA Securities Industry Essentials (SIE) certification upon hire.

Bachelor's degree in finance, business, economics, or a related field.

At least one year of experience in sales or the financial services industry.

Work Environment

Based on-site at the financial center in Orland Park, Illinois, with hybrid flexibility based on role-specific guidelines.

Standard 40-hour work week on a first-shift schedule, operating Monday through Friday with rotating Saturday shifts.

Collaborative, structured branch environment with direct coaching and mentorship provided by dedicated Academy managers.

Benefits & Perks

Hourly compensation ranging between $28.85 and $33.65 per hour structured as predictable base pay without incentive dependency.

Access to paid time off and comprehensive health, wellness, and retirement benefits.

Dedicated licensing support, one-on-one professional coaching, and formal onboarding through the internal Academy.

Clear career progression pathway advancing from Financial Solutions Advisor Stage I to Stage II and broader wealth management roles across Bank of America and Merrill.