Financial Solutions Advisor Registration Candidate - South Gate

Bank of America • South Gate, CA

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 for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the employee learns foundational advisory skills, including acquiring, building, and managing client relationships, understanding clients’ financial circumstances, and providing advice and solutions. Once key milestones are reached, the advisor works in a financial center to deliver the bank’s core banking and investment solutions and client care. The Academy provides training, tools, and resources throughout this development process.

After demonstrating success as a licensed Financial Solutions Advisor Stage I, the employee will typically progress to Financial Solutions Advisor Stage II, continuing to grow and deepen relationships within a client portfolio. Successful Stage II advisors may have opportunities to advance to other roles within 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 registration process, and remain in good standing. Failure to obtain or maintain registration may result in immediate termination.

The position is in-office, with attendance requirements and role-specific flexibility. It is open across the market; the specific financial center will depend on business needs. The employee will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance is determined, where permitted by applicable law. The schedule is Monday through Friday with rotating Saturdays, first shift, 40 hours per week. Compensation is a base hourly pay range of $28.85 to $33.65, determined by experience, education, and skill set; the role 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 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.
• Obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days, as required for the role.
• Complete and maintain SAFE Act registration and required background-check requirements.

Nice To Haves

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

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses (Series 63 and 65 are accepted in lieu of Series 66) within the required timeframes.
• Build and manage client relationships and identify client needs through a consultative approach.
• Consider clients’ financial circumstances and guide them with advice and appropriate solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to support clients’ financial goals and priorities.
• Connect clients with banking and investment solutions offered through Bank of America and Merrill.
• Collaborate with core banking and investment partners.
• Grow and deepen relationships within a portfolio of clients after progressing to Financial Solutions Advisor Stage II.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support for employees.
• World-class training and onboarding programs.
• Training and one-on-one coaching from Academy managers.

What This Job Offers

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