Financial Solutions Advisor Registration Candidate- Silicon Valley Market
About The Position
The Financial Solutions Advisor (FSA) Stage I role at Bank of America is a developmental position focused on building a career in financial advising. The program includes comprehensive training to obtain necessary securities licenses (SIE, Series 7, Series 66) and learn foundational advisory skills. Upon licensing, you will work in a financial center, providing core banking and investment solutions, and guiding clients to achieve their financial goals. Successful completion of Stage I typically leads to promotion to Financial Solutions Advisor Stage II, with further opportunities for advancement within Bank of America and Merrill. The role emphasizes a consultative approach, client relationship management, and collaboration with banking and investment partners. This position is subject to SAFE Act registration requirements, including a background check and registration process, which is a condition of employment.
Requirements
- Aptitude in obtaining required industry licenses.
- Self-discipline in managing time and capacity.
- Experience in cultivating client relationships, accessing needs, and recommending solutions.
- Ability to create strong peer relationships through effective communication and collaboration.
- Results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
- Ability to execute multiple tasks simultaneously.
- Ability to learn and adapt to new technology or applications.
- 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 Essentials (SIE), Series 7, and Series 66 licenses within specified timeframes.
- Learn and apply foundational skills for acquiring, building, and managing client relationships.
- Assess clients' financial pictures and provide advice and solutions to help them achieve their financial goals.
- Humanize financial interactions and deliver core banking and investment solutions.
- Work in a financial center to deliver Bank of America’s approach to client care.
- Grow and deepen relationships within a portfolio of clients as a Financial Solutions Advisor Stage II.
- 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 to connect clients with appropriate solutions.
- Build a network by interacting with banking customers, small business owners, and higher net worth clients.
Benefits
- World-class training and on-boarding programs.
- Training and one-on-one coaching from Academy managers.
- Structured lessons and dedicated study time for licensing exams.
- Access to paid time off.
- Resources and support for employees.
- Competitive benefits to support physical, emotional, and financial well-being.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
