Financial Solutions Advisor Registration Candidate - Woodward Plaza Financial Center

Bank of America•Fresno, CA

1d•Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America is a developmental position focused on helping individuals obtain their Securities Industry licenses (SIE, Series 7, and Series 66). Upon licensure, you will learn foundational skills in client relationship management, understanding client financial needs, and providing advice and solutions. The role progresses through stages, with opportunities for advancement within Bank of America and Merrill. The position requires registration with the federal registry system under the SAFE Act, which includes background checks. Bank of America emphasizes an in-office culture that supports collaboration, engagement, and career development, while offering flexibility based on role responsibilities. The company is committed to fostering an inclusive workplace and values diverse perspectives.

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.
High School Diploma / GED / Secondary School or equivalent.
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.
Learn and apply foundational skills for client relationship management.
Understand client 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.
Deliver client reviews/presentations with confidence.
Recommend strategies to help clients achieve their financial goals.
Collaborate with core banking and investment partners.
Connect clients to solutions provided through Bank of America and Merrill.