Financial Solutions Advisor Registration Candidate - North Fontana Financial Center

Bank of America • Fontana, CA

2d • $29 - $34 • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain the Securities Industry Essentials (SIE), Series 7 and Series 66 licenses (Series 63 and 65 are accepted in lieu of Series 66). Candidates must obtain the SIE within 30 days of hire and the Series 7 and Series 66 within 120 days. After licensing, the advisor learns foundational skills for acquiring, building and managing client relationships, understanding clients’ financial situations, and providing advice and solutions. After reaching key milestones, the advisor works in a financial center to deliver core banking and investment solutions and client care.

Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio. Further advancement opportunities are available across Bank of America and Merrill, with career support, programs, tools and resources from the Academy.

The position is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry, remain in good standing, and complete the required background check and registration process. Failure to obtain or maintain registration may result in immediate termination.

The role is based at the North Fontana Financial Center in Fontana, California. The schedule is Monday through Friday with rotating Saturdays, on first shift, for 40 hours per week. Compensation is a base hourly rate of $28.85–$33.65, with offers determined by experience, education and skill set; the role is not incentive eligible. The role is benefits eligible and includes access to paid time off. Bank of America describes its culture as inclusive and caring, with a commitment to in-office work and role-specific flexibility.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• High school diploma, GED, secondary school qualification or equivalent.
• Must obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
• Must complete SAFE Act registration and required background check and maintain registration in good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) license.
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.

Responsibilities

• Obtain the SIE, Series 7 and Series 66 licenses within the specified timeframes (Series 63 and 65 are accepted in lieu of Series 66).
• Acquire, build and manage client relationships.
• Assess clients’ needs and financial situations and provide advice and appropriate solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies to support clients’ financial goals and priorities.
• Work in a financial center to deliver core banking, investment solutions and client care.
• Collaborate with core banking and investment partners and connect clients with Bank of America and Merrill solutions.
• Manage time and capacity, handle multiple tasks, and adapt to new technology and applications.
• Complete SAFE Act registration and maintain good standing.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Training and onboarding programs.
• One-on-one coaching from Academy managers.
• Dedicated programs, tools and resources for career development.

What This Job Offers

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