Financial Solutions Advisor Registration Candidate - Northern California Market

Bank of America • Folsom, CA

19d • 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 the Series 7 and Series 66 within 120 days. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships; assessing clients’ complex financial situations; and providing advice and solutions. After key milestones, the advisor begins working in a financial center to deliver the bank’s core banking, investment solutions, and client-care approach. Successful FSA I teammates typically progress to Financial Solutions Advisor Stage II, with opportunities to advance to other roles at Bank of America and Merrill. The Academy provides programs, tools, resources, training, and coaching throughout this development path.

The role uses a defined consultative approach to identify client needs and recommend suitable solutions. Advisors provide comprehensive advice, conduct client reviews and presentations, recommend strategies for clients’ financial goals and priorities, and collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions. The position is subject to SAFE Act registration requirements, including registration with the federal registry system and a required background check for employees engaged in residential loan mortgage originations. The position is open across the Northern California market; the specific financial center is determined by business needs. Training takes place at one financial center, and the role may initially be phone-based until another financial center within a reasonable commuting distance is determined, to the extent permitted by law. The schedule is Monday through Friday with rotating Saturdays, first shift, 40 hours per week. The role is based in the United States, with the listed pay transparency location in Folsom, California. Pay is $28.85–$33.65 per hour, determined by experience, education, and skill set; compensation is base salary and is not incentive 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 clients’ 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.
• 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.
• Must meet SAFE Act registration requirements, including the required background check and registration process.

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.

Responsibilities

• Obtain the required SIE, Series 7, and Series 66 licenses within the specified deadlines (or Series 63 and 65 in lieu of Series 66).
• Acquire, build, and manage client relationships.
• Assess clients’ needs and complex financial situations, and recommend appropriate advice and solutions.
• Deliver Bank of America’s core banking, investment solutions, and client-care approach in a financial center.
• Provide comprehensive advice and conduct client reviews and presentations.
• Recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Manage time and capacity, handle multiple tasks, and adapt to new technology and applications.
• Meet SAFE Act registration and background-check requirements applicable to the position.

Benefits

• Benefits eligible.
• Access to paid time off.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
• Training and onboarding programs, one-on-one coaching, and career-development resources.

What This Job Offers

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