Financial Solutions Advisor Registration Candidate - San Joaquin Valley Market
About The Position
The Financial Solutions Advisor Stage I (FSA I) role at Bank of America involves obtaining necessary Securities Industry licenses (SIE, Series 7, and Series 66) through dedicated training programs. Upon licensure, individuals will learn foundational advisory skills, including client relationship management, understanding complex financial needs, and providing guidance and solutions. The role progresses to working in a financial center, delivering core banking and investment solutions, and providing client care. Successful FSAs I typically advance to Financial Solutions Advisor Stage II, where they further develop skills by growing and deepening relationships within a client portfolio. The Academy provides ongoing support, tools, and resources throughout the career journey. This position is subject to SAFE Act registration requirements, which involves registering with the federal registry system and undergoing a background check. Failure to obtain or maintain SAFE Act registration may result in termination. Bank of America emphasizes an in-office culture with specific attendance requirements and flexibility based on role considerations. The company is committed to being a Great Place to Work, focusing on inclusivity, talent development, teammate wellness, performance recognition, and community impact.
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 within specified timeframes.
- Learn and apply foundational skills for acquiring, building, and managing client relationships.
- Assess clients' complex 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 and life priorities.
- Collaborate with core banking and investment partners.
- Connect clients to solutions provided by Bank of America and Merrill.
- Grow and deepen relationships within a portfolio of clients (as FSA Stage II).
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Support during workforce transition periods
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
