Financial Solutions Advisor Registration Candidate- LA Metro Market
About The Position
The Financial Solutions Advisor (FSA) Stage I role at Bank of America is a developmental position focused on helping individuals build a successful career in financial advising. The program includes comprehensive training and support to obtain necessary securities licenses (SIE, Series 7, and Series 66). Upon licensing, you will learn foundational skills in client relationship management, financial assessment, and providing tailored advice and solutions. The role progresses through stages, starting in a financial center, with potential for phone-based work during location assignment. Successful completion of Stage I typically leads to the FSA Stage II role, focusing on growing and deepening client relationships. The Academy provides ongoing support, tools, and resources throughout your 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.
- Acquire, build, and manage 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, investment solutions, and approach to client care.
- 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.
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
