Financial Solutions Advisor Registration Candidate - Palmdale Financial Center- Bilingual Spanish Preferred
About The Position
The Financial Solutions Advisor Stage I (FSA I) role at Bank of America is a developmental position focused on obtaining Securities Industry licenses (SIE, Series 7, and Series 66). Upon licensure, the role involves learning foundational skills in client relationship management, understanding complex financial needs, and providing advice and solutions. The position emphasizes humanizing financial interactions and progresses to working in a financial center to deliver core banking and investment solutions. Successful FSAs I typically advance to Financial Solutions Advisor Stage II, where they deepen client relationships and have opportunities for further career growth within Bank of America and Merrill. The role requires adherence to SAFE Act registration requirements, including background checks and registration with the federal registry system for mortgage originations. Bank of America is committed to an in-office culture with specific attendance requirements and flexibility based on role needs.
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
- Minimum of one year of financial services industry or sales experience
- Bilingual Spanish
Responsibilities
- Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.
- Learn and apply foundational skills for client relationship management.
- Understand client's complex financial picture and guide them with advice and solutions.
- Humanize financial interactions.
- Work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care.
- Grow and deepen relationships within a portfolio of clients (in Stage II progression).
- 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.
- Register with the federal registry system and remain in good standing as required by the SAFE Act.
Benefits
- Access to paid time off
- Resources and support to employees
- Industry-leading benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
