Financial Solutions Advisor Registration Candidate - Franklin and Hillhurst Financial Center

Bank of America • Los Angeles, CA

12h • Onsite

About The Position

This role at Bank of America is for a Financial Solutions Advisor Stage I (FSA I) Registration Candidate. The journey begins with obtaining Securities Industry licenses, specifically the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams, through dedicated and personalized classes. Candidates are required to obtain their SIE within 30 days of being hired and their Series 7 and Series 66 within 120 days. Once licensed, individuals will be taught foundational advisor skills, including acquiring, building, and managing client relationships, understanding complex financial pictures, and guiding clients with advice and solutions. After reaching key milestones, the FSA I will work in a financial center, delivering Bank of America’s core banking and investment solutions. Successful FSA I candidates typically progress to Financial Solutions Advisor Stage II, where they continue to develop and deepen client relationships. The Academy provides ongoing support, tools, and resources. This position is subject to SAFE Act registration requirements, including a background check, and failure to maintain registration may result in immediate termination. Bank of America maintains an in-office culture with specific attendance requirements, while also offering an appropriate level of flexibility.

Requirements

• Aptitude in obtaining required industry licenses
• Must be 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
• High School Diploma / GED / Secondary School or equivalent
• Obtain your SIE within 30 days of being hired
• Obtain your Series 7 & 66 within 120 Days
• Subject to SAFE Act registration requirements and background check

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
• Deliver Bank of America’s core banking, investment solutions and approach to client care
• Grow and deepen relationships within a portfolio of clients (as FSA Stage II)
• Build a successful career at Bank of America through world-class training and on-boarding programs
• Get training and one-on-one coaching from Academy managers
• Grow business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions
• Build your network by interacting with banking customers, small business owners and higher net worth clients
• 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 the solutions provided through Bank of America and Merrill to meet virtually all their financial needs

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support to our employees

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees