National Financial Solutions Advisor I (Series 7 Required)
Company: Bank of America
Location: Lincoln
Posted on: April 1, 2026
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Job Description:
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 Build
a successful career at Bank of America through world-class training
and on-boarding programs that set you up for success. Get training
and one-on-one coaching from Academy managers who are invested in
your success. Grow your business knowledge by using a defined
consultative approach with clients to systematically identify
client needs and appropriate solutions. 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.
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.
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 Unlimited
potential for financial growth. Building a portfolio of clients by
providing exceptional client care with industry leading products,
services, and education. Robust marketing support to reach wider
audiences with greater appeal. Ongoing professional development to
deepen your skills and optimize your practice as the industry
evolves and changes. We’re a culture which Believes in responsible
growth and has a proven dedication to supporting the communities we
serve. Provides continuous training and developmental opportunities
to help people achieve their goals, whatever their background or
experience. Believes diversity makes us stronger, so we can
reflect, connect to and meet the diverse needs of our clients and
customers around the world. Is committed to advancing our tools,
technology, and ways of working. We always put our clients first to
meet their evolving needs. Required Qualifications: Series 7, and
66 or equivalent (if not currently held, Series 66 must be obtained
within 90 days) Is comfortable in a sales role, finding ways to
nurture strong client relationships. Communicates clearly and
confidently with clients from all walks of life. Works well with
others and collaborates productively to get things done. Can manage
complexity, prioritize tasks and execute in a fast-paced
environment. Likes to learn on your feet, adapting to new
information and seeking the right solutions for clients.
Efficiently manages your time and capacity. Is thorough, and will
incorporate relevant regulatory due diligence into daily to-do’s
and long-term strategies for clients. Desired Qualifications: A
bachelor’s degree, and 0-2 years of experience working in the
financial service industry and/or a metrics-based sales environment
where goals were met or exceeded. Experience assessing client
needs, identifying/recommending solutions, and building/managing
client relationships. Strong computer skills with an ability to
multitask in a demanding environment. Skills: Account Management
Advisory Client Experience Branding Customer and Client Focus Oral
Communications Active Listening Attention to Detail Client
Solutions Advisory Issue Management Pipeline Management Causation
Analysis Client Management Policies, Procedures, and Guidelines
Risk Management Written Communications Shift: 1st shift (United
States of America) Hours Per Week: 40 Pay Transparency details US -
RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits
information Pay range $65,000.00 - $85,000.00 annualized salary,
offers to be determined based on experience, education and skill
set. Formulaic incentive eligible This role is eligible to
participate in a formulaic incentive plan. Employees are eligible
for incentives as detailed by the specific line of business
incentive plan provisions. Formulaic plans may be comprised of
monthly, quarterly and/or annual incentive opportunities.
Incentives are earned based on the employee’s performance against
defined metrics. Benefits This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off,
resources and support to our employees so they can make a genuine
impact and contribute to the sustainable growth of our business and
the communities we serve.
Keywords: Bank of America, Council Bluffs , National Financial Solutions Advisor I (Series 7 Required), Accounting, Auditing , Lincoln, Iowa
