Financial Solutions Advisor Registration Candidate- San Jose Market

Bank of America • San Jose, CA

15d • $29 - $34 • 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 advisor then learns foundational skills for acquiring, building, and managing client relationships, evaluating clients’ financial needs, and guiding them with advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking and investment solutions and provide client care. The role is part of a staged development path, with successful Stage I advisors typically progressing to Financial Solutions Advisor Stage II and potential advancement into other roles at Bank of America and Merrill.

The role requires SAFE Act registration, including the required background check and ongoing good standing. Failure to obtain or maintain registration may result in termination. The position is open across the San Jose market; the specific financial center will depend on business needs. The employee will train at one financial center and may initially work in a phone-based capacity until a financial center location within a reasonable commuting distance is determined, as permitted by law.

The schedule is Monday through Friday with rotating Saturdays, on the first shift, for 40 hours per week. Bank of America describes its culture as committed to in-office work, with role-specific flexibility. Pay is $28.85–$33.65 per hour, determined based on experience, education, and skill set. The role has a base salary and is not incentive eligible. It is currently benefits eligible.

Requirements

• Aptitude for obtaining required industry licenses; the SIE must be obtained 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.
• 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.
• A 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 education, or equivalent.
• Ability to meet SAFE Act registration requirements, including the required background check and maintaining registration in good standing.

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.
• Skills in client experience branding, client solutions advisory, investment management, pipeline management, referral management, client management, customer and client focus, portfolio management, prospecting, referral identification, business acumen, executive presence, oral communications, risk management, and trading.

Responsibilities

• Cultivate client relationships, assess client needs, and recommend appropriate solutions using a defined consultative approach.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients achieve financial goals and life priorities.
• Deliver Bank of America’s core banking and investment solutions and client care in a financial center.
• Collaborate with core banking and investment partners and connect clients to Bank of America and Merrill solutions.
• Build and deepen relationships with banking customers, small business owners, and higher-net-worth clients.
• Complete required securities licensing and training milestones.
• Manage time and capacity, handle multiple tasks, and adapt to new technology and applications.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.

What This Job Offers

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