Financial Solutions Advisor Registration Candidate - UC Riverside Financial Center

Bank of America • Riverside, CA

6d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role is a registration-required position focused on obtaining Securities Industry licenses (SIE, Series 7, Series 66) and developing foundational advisory skills. Upon licensing, the role involves acquiring, building, and managing client relationships, assessing financial needs, and providing advice and solutions. The position progresses to working in a financial center, delivering core banking and investment solutions, and providing client care. Successful performance leads to progression to Financial Solutions Advisor Stage II, with opportunities for further advancement within Bank of America and Merrill. The Academy provides ongoing support through dedicated programs, tools, and resources. This position is subject to SAFE Act registration requirements, including background checks and registration in the federal registry system. Failure to obtain or maintain SAFE Act registration may result in termination.

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.

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.
• Acquire, build, and manage client relationships.
• Assess client's complex financial picture and guide them with advice and solutions.
• Deliver Bank of America’s core banking and investment solutions.
• 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.

Benefits

• World-class training and on-boarding programs.
• Training and one-on-one coaching from Academy managers.
• Access to paid time off.
• Resources and support for employees.
• Industry-leading benefits.
• Competitive benefits to support physical, emotional, and financial well-being.

What This Job Offers

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