Financial Solutions Advisor Registration Candidate - Diablo Market

Bank of America • Danville, IN

1d • $29 - $34 • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) role begins with obtaining securities industry licenses through dedicated classes and study time for the SIE, Series 7, and Series 66 exams (Series 63 and 65 are accepted in lieu of Series 66). Candidates must obtain the SIE within 30 days of hire and the Series 7 and Series 66 within 120 days. After licensing, advisors learn foundational skills for acquiring, building, and managing client relationships; assessing clients’ complex financial situations; and providing advice and solutions. After reaching key milestones, they begin working in a financial center to deliver core banking, investment solutions, and client care. Training, tools, and resources are provided throughout the development process.

Successful licensed Financial Solutions Advisors Stage I typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio. Stage II advisors may have opportunities to advance into other roles at Bank of America and Merrill.

The position is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system, complete the required background check, and remain in good standing. Failure to obtain or maintain registration may result in immediate termination.

The role is scheduled Monday through Friday with rotating Saturdays, on first shift, for 40 hours per week. The position is open across the market; the financial center location will be determined by business needs. Training takes place at one financial center, and the role may initially be phone-based until another center within a reasonable commuting distance is determined, to the extent permitted by law. The listed location is Danville, California. Compensation is $28.85–$33.65 per hour, based on experience, education, and skill set. Pay consists of base salary and is not incentive eligible. The role is benefits eligible.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• 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, or equivalent.
• 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.
• Meet SAFE Act registration requirements, including the required background check and maintaining registration in 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.
• Skills in client experience branding, client solutions advisory, investment management, pipeline management, referral management, client management, customer and client focus, portfolio management, prospecting, referral identification, business acumen, executive presence, oral communications, risk management, and trading.

Responsibilities

• Obtain the required SIE, Series 7, and Series 66 securities licenses (or accepted Series 63 and 65 in lieu of Series 66) within the specified timeframes.
• Acquire, build, and manage client relationships.
• Assess clients’ financial circumstances and guide them with advice and appropriate solutions.
• Deliver Bank of America’s core banking, investment solutions, and client care in a financial center.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients meet financial goals and life priorities.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Register under the SAFE Act, complete the required background check, and maintain good standing.
• Manage time and capacity, execute multiple tasks simultaneously, and adapt to new technology or applications.

Benefits

• Benefits eligibility.
• Access to paid time off.
• 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