Financial Solutions Advisor Registration Candidate - Greater Oakland Market

Bank of America • Oakland, CA

19d • 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 SIE, Series 7, and Series 66 exams. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships, evaluating clients’ financial situations, and providing advice and solutions. Once key milestones are reached, the advisor begins working in a financial center to deliver core banking and investment solutions and client care. Successful licensed FSA I employees typically progress to Financial Solutions Advisor Stage II, where they continue developing skills and deepen relationships within a client portfolio. The Academy provides programs, tools, and resources throughout this career path.

The position is subject to SAFE Act registration requirements, including federal registration and a background check. Employees engaged in residential mortgage loan origination must remain in good standing; failure to obtain or maintain required registration may result in termination. The role is open across the Greater Oakland market. The specific financial center is determined by business needs. Initial training takes place at one financial center, and the employee may then work in a phone-based capacity until another center within a reasonable commuting distance is determined, as permitted by law.

The schedule is Monday through Friday with rotating Saturdays, on first shift, for 40 hours per week. Bank of America describes an in-office culture with expectations and flexibility based on role responsibilities and business needs. The Oakland location listed is 303 Hegenberger Road, Oakland Industrial Center. The role pays $28.85–$33.65 per hour; offers are based on experience, education, and skill set. Compensation is base salary and is not incentive eligible. The position 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.
• A 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.
• Subject to SAFE Act registration, background check, and maintaining registration in good standing.

Nice To Haves

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

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66) within the stated deadlines: SIE within 30 days of hire and Series 7 and 66 within 120 days.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Acquire, build, and manage client relationships and consider clients’ financial situations when providing advice.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients achieve financial goals and life priorities.
• Deliver core banking, investment solutions, and client care in a financial center.
• Build a network by interacting with banking customers, small business owners, and higher-net-worth clients.
• Collaborate with core banking and investment partners and connect clients to Bank of America and Merrill solutions.
• Manage time and capacity, execute multiple tasks simultaneously, and adapt to new technology or applications.
• Comply with SAFE Act registration and background-check requirements and maintain registration in good standing.

Benefits

• Benefits eligibility
• Paid time off
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness
• Training and onboarding programs
• One-on-one coaching from Academy managers
• Dedicated study time and structured licensing lessons
• Career development programs, tools, and resources

What This Job Offers

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