Financial Solutions Advisor Registration Candidate - Virginia Hills Financial Center

Bank of America • Martinez, CA

99d • $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. After reaching your key milestones, you will begin working in a financial center where you will help deliver Bank of America’s core banking, investment solutions, and approach to client care. This position is subject to SAFE Act registration requirements, and you will be required to register and 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.
• Willingness to learn and adapt 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 onboarding 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.
• Support for employees during workforce transitions.

What This Job Offers

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