Financial Solutions Advisor Registration Candidate - Tracy Financial Center
About The Position
The Financial Solutions Advisor (FSA) Stage I role at Bank of America is a developmental position focused on obtaining necessary securities licenses and learning foundational advisory skills. Upon obtaining licenses such as SIE, Series 7, and Series 66, the FSA will be trained in client relationship management, financial assessment, and providing advice. The role involves working in a financial center to deliver core banking and investment solutions. Successful performance as an FSA Stage I typically leads to progression to FSA Stage II, where the focus shifts to growing and deepening client relationships within a portfolio. The Academy at Bank of America provides ongoing support, training, tools, and resources throughout the career journey. This position is subject to SAFE Act registration requirements for mortgage originations, including background checks and registration in the federal system. Failure to maintain registration may result in termination. The role emphasizes building a career through world-class training, one-on-one coaching, and developing business knowledge through a consultative approach. It also involves earning required securities licenses within specified timeframes and building a professional network by interacting with diverse clients. The FSA will provide comprehensive advice, deliver client presentations, and collaborate with internal partners to meet client financial 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.
- High School Diploma / GED / Secondary School or equivalent.
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 within specified timeframes.
- Learn and apply foundational skills for acquiring, building, and managing client relationships.
- Assess clients' complex financial pictures and provide advice and solutions.
- Humanize financial interactions.
- Work in a financial center to deliver Bank of America’s core banking and investment solutions.
- 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 by Bank of America and Merrill.
- Cultivate client relationships, access needs, and recommend solutions.
- Create strong peer relationships through effective communication and collaboration.
- Execute multiple tasks simultaneously.
- Learn and adapt to new technology or applications.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Competitive benefits to support physical, emotional, and financial well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
