Financial Solutions Advisor Registration Candidate - Panorama City Financial Center- Bilingual Spanish Preferred

Bank of America • Van Nuys, CA

11d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) begins by obtaining securities industry licenses through dedicated classes and study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams; Series 63 and 65 are accepted in lieu of Series 66. The SIE must be obtained within 30 days of hire, and Series 7 and Series 66 within 120 days. After licensing, the advisor receives foundational training in acquiring, building, and managing client relationships; understanding clients’ financial circumstances; and recommending advice and solutions. Once key milestones are reached, the advisor works in a financial center delivering core banking and investment solutions and client care. Successful licensed advisors typically progress to Financial Solutions Advisor Stage II, with further opportunities across Bank of America and Merrill.

The position is subject to SAFE Act registration requirements, including registration with the federal registry system and completion of the required background check and registration process. Registration must be maintained in good standing; failure to obtain or maintain it may result in termination.

The role is based at the Panorama City financial center and follows the company’s in-office culture. The schedule is Monday through Friday with rotating Saturdays, first shift, 40 hours per week. Pay is $28.85–$33.65 per hour, with offers based on experience, education, and skill set. Compensation is base salary and is not incentive eligible. The position is benefits eligible.

Requirements

• Aptitude for obtaining required industry licenses.
• Must obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Effective communication and collaboration to build strong peer relationships.
• Results-driven mindset while prioritizing client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• High school diploma, GED, secondary school education, or equivalent.
• Must meet SAFE Act registration requirements, including background check and registration, and maintain good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.
• Bilingual Spanish.

Responsibilities

• Use a defined consultative approach to identify client needs and appropriate solutions.
• Build, cultivate, and manage client relationships.
• Provide comprehensive advice and conduct client reviews and presentations.
• Recommend strategies to help clients achieve financial goals and life priorities.
• Connect clients with Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Work with banking customers, small business owners, and higher-net-worth clients in a financial center.
• Complete required securities licensing and maintain required SAFE Act registration.
• Manage time and capacity, handle multiple tasks, and adapt to new technology or applications.

Benefits

• Paid time off.
• Benefits eligibility.
• Resources and support for employees.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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