Financial Solutions Advisor Registration Candidate- San Jose Market

Bank of America • San Jose, CA

1d • Hybrid

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America involves obtaining necessary Securities Industry licenses (SIE, Series 7, Series 66) through dedicated training. Upon licensing, you will learn foundational advisory skills, including client relationship management, understanding financial needs, and providing solutions. The role progresses to working in a financial center, delivering core banking and investment solutions, and providing client care. Successful FSA I candidates typically advance to Financial Solutions Advisor Stage II, where they deepen client relationships. The Academy provides ongoing support, programs, tools, and resources throughout the career journey. This position is subject to SAFE Act registration requirements for residential loan mortgage originations, including background checks and registration in the federal system. Failure to maintain 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.
• 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.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66) within specified timelines.
• Learn and apply foundational skills for client relationship management, needs assessment, and solution provision.
• Work in a financial center to deliver core banking and investment solutions.
• Provide end-to-end comprehensive advice and deliver client reviews/presentations.
• Recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners.
• Connect clients to Bank of America and Merrill solutions.
• Register with the federal registry system as required by the SAFE Act.

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support for employees
• Training and on-boarding programs
• One-on-one coaching
• Support during workforce transition periods

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees