Financial Solutions Advisor Registration candidate - North Sacramento Area

Bank of America • Yuba City, CA

86d • $28 - $33

About The Position

As a Financial Solutions Advisor Stage I (FSA I) at Bank of America, your journey begins with obtaining your Securities Industry licenses, where you will receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships and recommending solutions.
• Ability to create strong peer relationships through effective communication.
• Demonstrates a results-driven mindset in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Nice To Haves

• Bachelor’s degree.
• Minimum of one year of financial services industry or sales experience.

Responsibilities

• Build a successful career at Bank of America through world-class training and on-boarding programs.
• Get training and one-on-one coaching from Academy managers.
• Grow business knowledge by using a defined consultative approach with clients.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses.
• Interact with banking customers, small business owners, and higher net worth clients.
• Provide end-to-end comprehensive advice and deliver client reviews/presentations.
• Collaborate with core banking and investment partners.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support for employees' physical, emotional, and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED