Financial Solutions Advisor Registration Candidate - Yuba City Financial Center
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 and learning foundational advisory skills. The program includes dedicated training for SIE, Series 7, and Series 66 exams. Upon licensing, individuals will learn to acquire, build, and manage client relationships, assess financial needs, and provide advice and solutions. The role involves working in a financial center to deliver core banking and investment solutions. Successful completion of Stage I typically leads to progression to Financial Solutions Advisor Stage II, with further opportunities for advancement within Bank of America and Merrill. The Academy provides ongoing support through dedicated programs, tools, and resources. This position is subject to SAFE Act registration requirements, including background checks and registration in 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.
- 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.
- 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 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 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
