Financial Solutions Advisor Registration Candidate - Tracy Financial Center
About The Position
The Financial Solutions Advisor (FSA) Stage I role at Bank of America is a developmental position focused on helping individuals obtain the necessary licenses to become financial advisors. The program includes dedicated training for Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Upon licensing, trainees will learn foundational skills in client relationship management, financial assessment, and providing advice and solutions to help clients achieve their financial goals. The role progresses through stages, starting in a financial center, and offers opportunities for advancement within Bank of America and Merrill. The program emphasizes a structured approach to learning, client engagement, and career development within an in-office culture that balances collaboration with flexibility.
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.
- 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.
- Learn and apply foundational skills for acquiring, building, and managing 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 in a financial center.
- 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.
- Systematically identify client needs and appropriate solutions using a defined consultative approach.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Predictable pay
- Base salary
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
