Financial Solutions Advisor Registration Candidate- Glendale Main

Bank of America • Glendale, AZ

2d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training and preparation for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After obtaining the required licenses, the advisor develops foundational skills for acquiring, building, and managing client relationships, assessing clients’ financial circumstances, and providing advice and solutions. After completing key development milestones, the advisor begins working in a financial center, helping deliver the bank’s core banking and investment solutions and client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, with opportunities to deepen relationships across a client portfolio and advance to other roles at Bank of America and Merrill. The Academy provides programs, tools, and resources throughout the career journey.

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 termination. The role requires obtaining 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.

The role is based in the Glendale market. The specific financial center will be determined by business needs. The employee will train at one financial center and may initially work in a phone-based capacity until another location within a reasonable commuting distance is determined, to the extent permitted by law. The schedule is Monday through Friday with rotating Saturdays, first shift, 40 hours per week. Pay is $28.85–$33.65 per hour, with offers based on experience, education, and skill set. The role has a base salary and is not incentive eligible, and is currently benefits eligible.

Requirements

• Aptitude for obtaining required industry licenses.
• Obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and Series 65 are accepted in lieu of Series 66.
• 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.
• Ability to meet SAFE Act registration, background check, and continuing good-standing requirements.

Nice To Haves

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

Responsibilities

• Build and manage client relationships, identify client needs, and recommend appropriate solutions using a defined consultative approach.
• Consider clients’ financial circumstances and guide them with advice and solutions to help meet their financial goals and life priorities.
• Provide comprehensive advice and conduct client reviews and presentations.
• Help deliver Bank of America’s core banking, investment solutions, and client care in a financial center.
• Connect clients with Bank of America and Merrill banking and investment partners and solutions.
• Build relationships with banking customers, small business owners, and higher-net-worth clients.
• Collaborate with core banking and investment partners.
• Complete required securities licensing and SAFE Act registration requirements.
• Progress through the advisor development stages and, as applicable, deepen relationships within a client portfolio.

Benefits

• Industry-leading benefits; the role is currently benefits eligible.
• Access to paid time off.
• Training and onboarding programs, including one-on-one coaching and dedicated study time.

What This Job Offers

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