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

Bank of America • Los Angeles, CA

12d • $29 - $34 • Onsite

About The Position

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). 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; understanding clients’ financial situations; and providing advice and solutions. After meeting key milestones, the advisor begins working in a financial center to deliver core banking, investment solutions, and client care.

Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing their skills and deepening relationships within a client portfolio. Further career opportunities are available within Bank of America and Merrill, supported by Academy programs, tools, and resources.

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 registration process, and remain in good standing. Failure to obtain or maintain registration may result in termination. The role is based at the Panorama City Financial Center and follows an in-office culture. The schedule is Monday through Friday with rotating Saturdays, first shift, 40 hours per week. Compensation is $28.85–$33.65 per hour, determined based on experience, education, and skill set. Pay is a base salary and is not incentive eligible. The role is benefits eligible.

Requirements

• Aptitude for obtaining required industry licenses; the SIE is required within 30 days of hire and the Series 7 and Series 66 within 120 days.
• 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 diploma, or equivalent.
• Ability to satisfy SAFE Act registration, background-check, and ongoing good-standing requirements.

Nice To Haves

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

Responsibilities

• Obtain required securities industry licenses, including the SIE, Series 7, and Series 66 (or accepted Series 63 and 65 in lieu of Series 66).
• Acquire, build, and manage client relationships.
• Understand clients’ financial circumstances and provide advice and suitable solutions to help them meet financial goals and life priorities.
• Deliver client reviews and presentations and recommend strategies.
• Work in a financial center to deliver core banking, investment solutions, and client care.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Grow and deepen relationships within a portfolio of clients after progressing to Stage II.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees.
• Training and onboarding programs.
• One-on-one coaching from Academy managers.
• Dedicated study time for securities licensing.

What This Job Offers

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