Financial Solutions Advisor Registration Candidate- West Hills Market

Bank of America • Encino, NM

2d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America is a developmental position focused on building a career in financial advising. The program includes comprehensive training and support to obtain necessary Securities Industry licenses (SIE, Series 7, Series 66). Upon licensing, individuals will learn foundational skills in client relationship management, financial assessment, and providing tailored advice. The role progresses through stages, with opportunities for advancement within Bank of America and Merrill. The position requires registration under the SAFE Act, involving a background check and federal registry process, which is a condition of employment. The company emphasizes a commitment to Responsible Growth, diversity, inclusion, and teammate well-being, operating within an in-office culture with some flexibility.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
• Must obtain SIE within 30 days of hire.
• Must obtain Series 7 & 66 within 120 days of hire.

Nice To Haves

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

• Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses.
• Acquire, build, and manage client relationships.
• Assess clients' complex financial pictures and guide them with advice and solutions.
• Deliver Bank of America’s core banking and investment solutions.
• Provide end-to-end comprehensive advice.
• Deliver client reviews/presentations with confidence.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to solutions provided through Bank of America and Merrill.
• Register with the federal registry system as required by the SAFE Act.

Benefits

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

What This Job Offers

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