Financial Solutions Advisor Registration Candidate - UC Riverside Financial Center

Bank of America • Riverside, CA

6d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America is a developmental position focused on obtaining necessary securities industry licenses (SIE, Series 7, and Series 66) through dedicated training. Upon licensure, individuals will learn foundational advisory skills, including client relationship management, financial assessment, and providing advice to help clients achieve their financial goals. The role involves working in a financial center to deliver core banking and investment solutions. Successful performance as an FSA I typically leads to progression to Financial Solutions Advisor Stage II, with further opportunities for advancement within Bank of America and Merrill. 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.

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 hire.
• Must obtain Series 7 & 66 within 120 days of hire.

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.
• Learn and apply foundational skills for acquiring, building, and managing client relationships.
• Assess clients' complex financial pictures and guide them with advice and solutions.
• Deliver Bank of America’s core banking and investment solutions in a financial center setting.
• Provide end-to-end comprehensive advice and deliver client reviews/presentations.
• 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.

Benefits

• World-class training and on-boarding programs
• Training and one-on-one coaching from Academy managers
• Structured lessons and dedicated study time for licenses
• Industry-leading benefits
• Access to paid time off
• Resources and support for employees
• Support during workforce transition periods

What This Job Offers

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