Financial Solutions Advisor Registration Candidate - Arden Main Financial Center

Bank of America • Sacramento, CA

3d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America is a developmental position focused on obtaining necessary Securities Industry licenses and building foundational advisory skills. The program includes dedicated classes for SIE, Series 7, and Series 66 exams. Upon licensing, you will learn to acquire, build, and manage client relationships, assess financial needs, and provide advice and solutions. The role begins in a financial center, delivering core banking and investment solutions. Successful progression leads to Financial Solutions Advisor Stage II, where you will grow and deepen relationships within a client portfolio. The Academy provides ongoing support, programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements for mortgage originations, requiring federal registry submission and background checks. Failure to maintain registration may result in termination. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and flexibility based on role responsibilities and business needs. We foster an inclusive workplace where every teammate can succeed, build a career, and contribute to shared success, valuing diverse perspectives and experiences.

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 being hired.
• Must obtain Series 7 & 66 within 120 Days.
• 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.
• 63 & 65 accepted, in lieu of 66.

Responsibilities

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

What This Job Offers

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