Financial Solutions Advisor Registration Candidate - UC Riverside Financial Center

Bank of America • Riverside, CA

5d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America is a developmental position focused on helping individuals obtain the necessary Securities Industry licenses (SIE, Series 7, and Series 66). Upon licensure, the role involves learning foundational skills in client relationship management, understanding complex financial needs, and providing advice and solutions. The position progresses to working in a financial center, delivering core banking and investment solutions, and providing client care. Successful FSAs I typically advance to Financial Solutions Advisor Stage II, where they continue to grow and deepen client relationships. The Academy provides ongoing support through dedicated programs, tools, and resources throughout the career journey. This position is subject to SAFE Act registration requirements, which involves registering with the federal registry system and undergoing a background check. Failure to obtain or maintain SAFE Act registration may result in termination. Bank of America emphasizes a culture of caring, inclusivity, and collaboration, supporting teammate wellness and recognizing diverse backgrounds and experiences. The company is committed to an in-office culture that fosters collaboration and development, with clear in-office expectations and flexibility based on role responsibilities.

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 being hired.
• Must obtain Series 7 & 66 within 120 Days.
• 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.
• Acquire, build, and manage client relationships.
• Consider a client’s complex financial picture and guide them with advice and solutions.
• Humanize financial interactions.
• Deliver Bank of America’s core banking and investment solutions.
• Provide client care.
• Grow and deepen relationships within a portfolio of clients (in Stage II).
• Provide end-to-end comprehensive advice.
• Deliver client reviews/presentations with confidence.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to solutions provided through Bank of America and Merrill.
• Register with the federal registry system as required by the SAFE Act and maintain good standing.

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support
• Predictable pay
• Base salary
• Benefits eligible

What This Job Offers

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