Financial Solutions Advisor Registration Candidate - North Inland Empire Market

Bank of America • Hesperia, CA

11d • Onsite

About The Position

As a Financial Solutions Advisor Stage I (FSA I), you begin by earning securities industry licenses through dedicated training and study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams; Series 63 and 65 are accepted in place of Series 66. After licensing, you learn foundational advisory skills, including building and managing client relationships, assessing clients’ financial situations, and recommending advice and solutions. After reaching key milestones, you work in a financial center delivering core banking and investment solutions and client care. Successful FSA I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio. The Academy provides programs, tools, and resources throughout the career journey.

The position requires SAFE Act registration, including registration in the federal registry system and completion of the required background check and registration process. Employees must maintain good standing; failure to obtain or maintain registration may result in termination.

The schedule is Monday through Friday with rotating Saturdays, 40 hours per week, on the first shift. The role is open across the market, and the financial center location will depend on business needs. New hires train at one financial center and may initially work in a phone-based capacity until another location within a reasonable commuting distance is determined, as permitted by law. The role is based in an in-office culture, with flexibility subject to role responsibilities and business needs.

The position pays $28.85–$33.65 per hour, with offers determined by experience, education, and skill set. Compensation is base salary and is not incentive eligible. The role is benefits eligible.

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 client 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, or equivalent.
• Ability to obtain and maintain required SAFE Act registration.

Nice To Haves

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

Responsibilities

• Obtain the SIE, Series 7, and Series 66 securities licenses (or Series 63 and 65 in lieu of Series 66); obtain the SIE within 30 days of hire and Series 7 and 66 within 120 days.
• Build, acquire, and manage client relationships and assess clients’ needs and financial circumstances.
• Provide comprehensive financial advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and life priorities.
• Deliver Bank of America’s core banking, investment solutions, and client care in a financial center.
• Connect clients with Bank of America and Merrill banking and investment partners and solutions.
• Maintain SAFE Act registration and good standing.
• Progress, upon meeting milestones and demonstrating success, to Financial Solutions Advisor Stage II and develop relationships within a portfolio of clients.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employee well-being.

What This Job Offers

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