Financial Solutions Advisor Registration Candidate- Centre Pointe Financial Center

Bank of America • Santa Clarita, CA

4d • Onsite

About The Position

The Financial Solutions Advisor (FSA) Stage I role at Bank of America is a developmental position focused on building a career in financial advising. The program begins with obtaining necessary Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams, with dedicated training and study time provided. Upon licensing, individuals will learn foundational skills in client relationship management, financial assessment, and providing advice and solutions to help clients achieve their financial goals. The role starts in a financial center, delivering core banking and investment solutions, and progresses through defined stages of development. Successful completion of Stage I typically leads to the Financial Solutions Advisor Stage II role, with further opportunities for advancement within Bank of America and Merrill. The program is supported by The Academy with dedicated resources throughout the career journey. This position is subject to SAFE Act registration requirements for residential loan mortgage originations, requiring federal registry submission and background checks.

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.

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 Essentials (SIE), Series 7 and Series 66 licenses.
• Acquire, build, and manage client relationships.
• Assess a client’s complex financial picture and guide them with advice and solutions.
• Deliver Bank of America’s core banking, investment solutions and approach to client care 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.

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support

What This Job Offers

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