Financial Solutions Advisor Registration Candidate - Yuba City Financial Center
About The Position
The Financial Solutions Advisor Stage I (FSA I) role is an entry-level position focused on obtaining necessary securities industry licenses and developing foundational skills to manage client relationships and provide financial advice. Upon obtaining licenses, the role involves working in a financial center to deliver core banking and investment solutions, and guide clients towards achieving their financial goals. Successful performance as an FSA I typically leads to progression to Financial Solutions Advisor Stage II, with further opportunities for advancement within Bank of America and Merrill. The role requires registration under the SAFE Act, involving background checks and adherence to federal registry system requirements.
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.
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 and investment solutions.
- 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.
- Register with the federal registry system as required by the SAFE Act.
Benefits
- Access to paid time off
- Resources and support to employees
- Competitive benefits
- Industry-leading benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
