Financial Solutions Advisor Registration Candidate - Manteca Financial Center
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, Series 66) through dedicated training programs. Upon licensure, the role focuses on developing foundational skills in client relationship management, understanding complex financial needs, and providing advice and solutions. The position 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, continuing to grow and deepen client relationships. The Academy provides ongoing support, tools, and resources throughout the career journey. This position is subject to SAFE Act registration requirements, including background checks and registration with the federal registry system, which is a condition of employment.
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.
- Develop foundational skills in acquiring, building, and managing client relationships.
- Assess client's complex financial picture 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 through Bank of America and Merrill.
- Register with the federal registry system as required by the SAFE Act.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
