Financial Solutions Advisor Registration Candidate - Vista Financial Center

Bank of America • Vista, CA

6d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America's Vista Financial Center is a developmental position focused on obtaining necessary securities licenses and building foundational advisory skills. The role involves dedicated training for Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Upon licensing, individuals will learn to acquire, build, and manage client relationships, assess financial situations, and provide advice and solutions. The position progresses to working in a financial center, delivering core banking and investment solutions, and providing client care. Successful completion of Stage I typically leads to the Financial Solutions Advisor Stage II role, with opportunities for further advancement within Bank of America and Merrill. The Academy provides ongoing support through dedicated programs, tools, and resources. This position is subject to SAFE Act registration requirements, including background checks and federal registry submission, with failure to comply potentially leading to 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.
• 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.
• Assess clients' complex financial pictures 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

• Industry-leading benefits
• Access to paid time off
• Resources and support for employees
• Competitive and flexible benefits
• Predictable pay

What This Job Offers

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