Financial Solutions Advisor Registration Candidate- LA Metro Market

Bank of America • South Gate, CA

1d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America focuses on developing individuals into licensed financial advisors. The program includes comprehensive training for Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Upon licensing, trainees learn foundational advisory skills, including client relationship management, financial assessment, and providing tailored advice. The role progresses through stages, starting in a financial center, with potential for advancement to Financial Solutions Advisor Stage II and other roles within Bank of America and Merrill. The program emphasizes a consultative approach, client-centric solutions, and collaboration with banking and investment partners. This position is subject to SAFE Act registration requirements for residential mortgage originations.

Requirements

• Aptitude in obtaining required industry licenses.
• Must be 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 being hired.
• Must obtain Series 7 & 66 within 120 Days.
• 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.
• 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.
• Manage time and capacity effectively.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees