Financial Solutions Advisor Registration Candidate - Garden Grove Main Financial Center
About The Position
The Financial Solutions Advisor (FSA) Stage I role at Bank of America is a developmental position focused on obtaining necessary securities licenses and learning foundational advisory skills. The program includes dedicated training for Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Upon licensing, individuals will learn to acquire, build, and manage client relationships, assess financial needs, and provide guidance and solutions. The role progresses through stages, with Stage I involving work in a financial center to deliver core banking and investment solutions. Successful performance leads to progression to Financial Solutions Advisor Stage II, with further opportunities within Bank of America and Merrill. The program is supported by The Academy with dedicated resources. This position is subject to SAFE Act registration requirements, including background checks and federal registry submission, with failure to comply potentially leading to 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.
- High School Diploma / GED / Secondary School or equivalent.
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.
- Series 63 & 65 accepted, in lieu of 66.
Responsibilities
- Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within specified timelines.
- Acquire, build, and manage client relationships.
- Assess clients' complex financial pictures and guide them with advice and solutions.
- Humanize financial interactions.
- Deliver Bank of America’s core banking and investment solutions in a financial center.
- 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 solutions provided through Bank of America and Merrill.
- Systematically identify client needs and appropriate solutions using a defined consultative approach.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Predictable pay
- Base salary compensation
- Benefits eligible
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
