Financial Solutions Advisor Registration Candidate - Arroyo Grande 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 industry licenses and building foundational skills to become a financial advisor. Upon obtaining licenses such as SIE, Series 7, and Series 66, the individual will learn to acquire, build, and manage client relationships, assess complex financial situations, and provide advice and solutions. The role involves working in a financial center to deliver core banking and investment solutions. Successful progression leads to FSA Stage II, where clients are managed and relationships are deepened. The Academy provides ongoing support and resources throughout the career journey. This position is subject to SAFE Act registration requirements, including background checks and registration in the federal registry system, with failure to comply potentially leading to termination.
Requirements
- Aptitude in obtaining required industry licenses.
- Must be 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.
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
- 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 licenses (SIE, Series 7, Series 66) through dedicated training and study time.
- Learn and apply foundational skills for client relationship management, including acquisition, building, and management.
- Assess clients' complex financial pictures and guide them with advice and solutions.
- Humanize financial interactions.
- Work in a financial center to deliver Bank of America's 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 and life priorities.
- Collaborate with core banking and investment partners.
- Connect clients to solutions provided through Bank of America and Merrill.
- Cultivate client relationships, access needs, and recommend solutions.
- Create strong peer relationships through effective communication and collaboration.
- Execute multiple tasks simultaneously.
- Learn and adapt to new technology or applications.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
