Financial Solutions Advisor Registration Candidate - North Fontana Financial Center

Bank of America • Fontana, CA

1d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) begins by completing dedicated training and obtaining the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (Series 63 and 65 are accepted in lieu of Series 66). The role then develops foundational advisory skills, including acquiring, building, and managing client relationships; understanding clients’ financial circumstances; and guiding them with advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking services, investment solutions, and client care. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they continue developing client relationships within a portfolio and may pursue other career opportunities within Bank of America and Merrill. The Academy provides training, coaching, programs, tools, and resources throughout this career path.

The position is subject to SAFE Act registration requirements, including federal registration, a background check, and maintaining good standing. Failure to obtain or maintain registration may result in termination. The stated licensing deadlines are 30 days after hire for the SIE and 120 days for Series 7 and Series 66. The role is based at the North Fontana Financial Center and follows a Monday–Friday schedule with rotating Saturdays, on the first shift, for 40 hours per week. The pay range is $28.85–$33.65 per hour; offers are determined 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 the 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.
• 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 requirements and maintain registration in good standing.

Nice To Haves

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

Responsibilities

• Obtain required securities licenses through structured lessons and dedicated study time: 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.
• Use a defined consultative approach to identify client needs and appropriate solutions.
• Cultivate, build, and manage client relationships, including understanding clients’ financial circumstances and priorities.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients meet financial goals.
• Connect clients with banking and investment solutions from Bank of America and Merrill.
• Collaborate with core banking and investment partners.
• Work with banking customers, small business owners, and higher-net-worth clients in a financial center.
• Complete SAFE Act registration, background-check, and ongoing good-standing requirements.
• Manage time and capacity, handle multiple tasks, and adapt to new technology and applications.

Benefits

• Benefits eligibility.
• Paid time off.
• Training and onboarding programs.
• One-on-one coaching from Academy managers.
• Dedicated programs, tools, and resources throughout the career journey.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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