Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments- Tri-Valley Area

About the position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.

Responsibilities

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66.
• Build and manage client relationships.
• Provide comprehensive advice and deliver client reviews/presentations.
• Collaborate with core banking and investment partners.
• Identify client needs and recommend appropriate solutions.
• Participate in ongoing professional development and training.

Requirements

• Sets and accomplishes goals.
• Comfortable in a sales role.
• Communicates clearly and confidently with clients.
• Works well with others and collaborates productively.
• Manages complexity and prioritizes tasks in a fast-paced environment.
• Adapts to new information and seeks solutions for clients.
• Efficiently manages time and capacity.
• Incorporates relevant regulatory due diligence into strategies.

Nice-to-haves

• Strong computer skills with multitasking ability.
• Bachelor's degree or 1-2 years' experience in financial services or sales.
• Experience assessing client needs and building/managing relationships.

Benefits

• Competitive benefits to support physical, emotional, and financial well-being.
• World-class training and onboarding programs.
• Ongoing professional development opportunities.