Financial Solutions Advisor Registration Candidate- East Blithedale Financial Center

Bank of America • Mill Valley, CA

12d • $29 - $34 • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America is a developmental position focused on obtaining necessary securities industry licenses and building foundational advisory skills. The program includes dedicated training for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Upon licensure, individuals will learn to acquire, build, and manage client relationships, assess financial needs, and provide advice and solutions. The role progresses to working in a financial center, delivering core banking and investment solutions, and providing client care. Successful completion of Stage I leads to progression to Financial Solutions Advisor Stage II, where the focus is on growing and deepening client relationships within a portfolio. The Academy provides ongoing support, tools, and resources throughout the career journey. This position requires SAFE Act registration, including a background check and registration process, and failure to maintain it may result in termination. Bank of America emphasizes a culture of caring, inclusivity, and supporting teammate wellness through competitive and flexible benefits. They are committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and flexibility based on role responsibilities.

Requirements

• Aptitude in obtaining required industry licenses.
• Must be 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, investment solutions and approach to client care.
• 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 through Bank of America and Merrill.
• Grow and deepen relationships within a portfolio of clients (in Stage II).

Benefits

• Access to paid time off
• Resources and support to employees
• Industry-leading benefits
• Support during workforce reduction, realignment or similar measures.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level