Financial Solutions Advisor Registration Candidate - South Gate

Bank of America • South Gate, CA

1d • Onsite

About The Position

As a Financial Solutions Advisor Stage I (FSA I), the employee begins by earning securities industry licenses through dedicated instruction 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 employee develops foundational advisory skills, including acquiring, building, and managing client relationships; understanding clients’ financial circumstances; and offering advice and solutions aligned with their financial goals and priorities. After reaching key development milestones, the employee works in a financial center delivering core banking and investment solutions and client care. Successful FSA I employees typically progress to Financial Solutions Advisor Stage II, where they continue developing relationships within a client portfolio, with opportunities to advance into other roles at Bank of America and Merrill. The Academy provides training, coaching, programs, tools, and resources throughout this career development process.

The role requires SAFE Act registration and a background check. Employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing; failure to obtain or maintain required registration may result in termination. The schedule is Monday through Friday with rotating Saturdays, and the role is first shift, 40 hours per week. The position is open across the market, and the specific financial center assignment depends on business needs. The employee may train at one financial center and then potentially work in a phone-based capacity until a suitable financial center location within a reasonable commuting distance is determined, to the extent permitted by law. The position is based in the South Gate, California market and is subject to Bank of America’s in-office attendance requirements, with role-specific flexibility.

The role pays $28.85–$33.65 per hour, with offers determined by experience, education, and skill set. Compensation is a base salary and is not incentive eligible. The role is benefits eligible and includes access to paid time off and employee resources and support. Certain criminal-history restrictions under FDIC, Safe Act, Loan Originators, and FINRA laws or regulations may limit eligibility for hire.

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 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 qualification, or equivalent.
• Ability to meet the required securities licensing deadlines.
• Ability to complete required SAFE Act registration and background-check process.

Nice To Haves

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

Responsibilities

• Obtain required securities licenses: SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 may be accepted in lieu of Series 66.
• Acquire, build, and manage client relationships.
• Understand clients’ financial circumstances and guide them with advice and solutions aligned with their financial goals and life priorities.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Provide comprehensive advice and conduct client reviews and presentations.
• Recommend strategies to help clients achieve financial goals and life priorities.
• Deliver Bank of America’s core banking, investment solutions, and approach to client care.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Develop relationships with banking customers, small business owners, and higher-net-worth clients.
• Complete required SAFE Act registration and maintain good standing when applicable.

Benefits

• Access to paid time off.
• Employee resources and support.
• Benefits eligibility.

What This Job Offers

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