Financial Solutions Advisor Registration Candidate - Virginia Hills Financial Center

Bank of America • Martinez, CA

1d • Onsite

About The Position

The Financial Solutions Advisor (FSA) Stage I role is designed to help individuals obtain their Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams, through dedicated training and personalized classes. Upon licensing, you will learn foundational skills in acquiring, building, and managing client relationships, assessing complex financial situations, and providing advice and solutions to help clients achieve their financial goals. The role involves working in a financial center to deliver core banking and investment solutions, with opportunities for development through stages. The Academy provides ongoing support with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements, which includes background checks and registration in the federal registry system. Failure to obtain or maintain SAFE Act registration may result in termination. The role emphasizes building a successful career through world-class training, one-on-one coaching, and developing business knowledge through a consultative approach. You will earn your required licenses within specified timeframes and build a network by interacting with various client types. The role involves providing comprehensive advice, client reviews, and collaborating with banking and investment 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 licenses (SIE, Series 7, Series 66) 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 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.
• Systematically identify client needs and appropriate solutions using a defined consultative approach.

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support

What This Job Offers

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