Financial Solutions Advisor Registration Candidate- Glendale Main

Bank of America • Glendale, AZ

3d • $29 - $34 • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Stage I (FSA I) role begins with training and preparation for Securities Industry Essentials (SIE), Series 7, and Series 66 examinations; Series 63 and 65 are accepted in lieu of Series 66. After obtaining the required licenses, the advisor learns foundational skills in acquiring, building, and managing client relationships, understanding clients’ financial situations, and providing advice and solutions. The role progresses to work in a financial center, delivering core banking and investment solutions and client care. The Academy provides training, tools, and resources throughout the development journey. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, with opportunities for further advancement within Bank of America and Merrill.

The position is subject to SAFE Act registration requirements, including federal registry registration and a background check. Employees engaged in residential mortgage originations must maintain good standing; failure to obtain or maintain registration may result in termination. The role is open across the market. The specific financial center will depend on business needs; the employee will train at one center and may initially work in a phone-based capacity until a center within reasonable commuting distance is determined, as permitted by applicable law.

The schedule is Monday through Friday with rotating Saturdays, on the first shift, for 40 hours per week. The position is based in Glendale, California, with an in-office culture and role-specific flexibility. Compensation is $28.85–$33.65 per hour, determined based on experience, education, and skill set. Pay is a base salary and is not incentive eligible. The role is benefits eligible and includes access to paid time off.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• High school diploma, GED, secondary school, or equivalent.
• Must obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) license.
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.
• Skills in client experience branding, client solutions advisory, investment management, pipeline management, referral management, client management, customer and client focus, portfolio management, prospecting, referral identification, business acumen, executive presence, oral communications, risk management, and trading.

Responsibilities

• Obtain the required SIE, Series 7, and Series 66 licenses (or accepted Series 63 and 65 in lieu of Series 66) within the specified deadlines.
• Use a consultative approach to identify client needs and appropriate solutions.
• Cultivate, build, and manage client relationships.
• Consider clients’ financial situations and provide advice and solutions aligned with their financial goals and priorities.
• Deliver client reviews and presentations and recommend strategies to help clients achieve their financial goals.
• Connect clients with Bank of America and Merrill banking and investment solutions.
• Collaborate with core banking and investment partners.
• Work with banking customers, small business owners, and higher-net-worth clients in a financial-center or phone-based capacity as assigned.
• Complete SAFE Act registration and maintain registration in good standing.

Benefits

• Benefits eligible.
• Access to paid time off.
• Resources and support for employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED