Financial Solutions Advisor Registration Candidate - Southern San Diego Market

Bank of America • Lemon Grove, CA

1d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America focuses on helping individuals obtain their Securities Industry licenses (SIE, Series 7, and Series 66). Upon licensure, the role involves learning foundational advisory skills, including client relationship management, financial assessment, and providing tailored advice. The position progresses through stages, with the FSA I typically moving to Financial Solutions Advisor Stage II to further develop skills with a client portfolio. The Academy provides ongoing support through dedicated programs and resources. This position is subject to SAFE Act registration requirements, including background checks and registration with the federal registry system. Failure to maintain registration may result in termination. Bank of America emphasizes an in-office culture with flexibility based on role requirements and is committed to being a great place to work, fostering an inclusive environment, supporting teammate well-being, and recognizing performance.

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.
• Learn and apply foundational skills for client relationship management.
• Assess client financial pictures and provide 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 by Bank of America and Merrill.

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support for employees
• 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