Financial Solutions Advisor Registration Candidate - Studio City Financial Center
About The Position
The Financial Solutions Advisor Stage I (FSA I) role is an entry-level position focused on obtaining Securities Industry licenses and developing foundational skills to become a financial advisor. The role involves acquiring, building, and managing client relationships, understanding clients' financial situations, and providing advice and solutions. Upon obtaining licenses and reaching key milestones, the FSA I will work in a financial center, delivering core banking and investment solutions. The role includes structured training, one-on-one coaching, and opportunities for career advancement within Bank of America and Merrill. 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.
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.
- Understand clients' complex financial pictures and guide them with advice and solutions.
- Deliver Bank of America’s core banking and investment solutions in a financial center.
- 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 by Bank of America and Merrill.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Support during workforce reduction, realignment, or similar measures.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
