Financial Solutions Advisor Registration Candidate - Vista Financial Center

Bank of America • Vista, CA

6d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America's Vista Financial Center is a developmental position focused on obtaining necessary securities industry licenses and building foundational advisory skills. The program includes dedicated training for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Upon licensure, advisors will learn to acquire, build, and manage client relationships, assess complex financial situations, and provide guidance and solutions to help clients achieve their financial goals. The role involves humanizing financial interactions and will transition to working in a financial center to deliver core banking and investment solutions. Successful completion of the FSA I stage typically leads to the Financial Solutions Advisor Stage II role, with further opportunities for advancement within Bank of America and Merrill. The Academy provides ongoing support through dedicated programs, tools, and resources throughout the career journey. This position is subject to SAFE Act registration requirements, including background checks and federal registry submission, with failure to comply potentially leading to immediate termination.

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.
• High School Diploma / GED / Secondary School or equivalent.

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.
• Learn and apply foundational skills for client relationship management.
• Assess clients' complex financial pictures and provide advice and solutions.
• Humanize financial interactions.
• Work in a financial center to deliver core banking and investment solutions.
• Provide end-to-end comprehensive advice.
• Deliver client reviews and presentations.
• Recommend strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners.
• Connect clients to Bank of America and Merrill solutions.

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support for employees
• Support during workforce transition periods

What This Job Offers

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