Financial Solutions Advisor Registration Candidate - Talega Financial Center

Bank of America • San Clemente, CA

4d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role at Bank of America is a developmental position focused on obtaining necessary Securities Industry licenses and building foundational skills to become a financial advisor. The program includes dedicated training for Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Upon licensure, you will learn to acquire, build, and manage client relationships, assess complex financial situations, and provide advice and solutions to help clients achieve their financial goals. The role begins in a financial center, delivering core banking and investment solutions, and progresses through stages of development. Successful completion of Stage I typically leads to the Financial Solutions Advisor Stage II role, with further opportunities for advancement within Bank of America and Merrill. The Academy provides ongoing support through dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements, including background checks and registration in the federal registry system. Failure to obtain or maintain SAFE Act registration may result in immediate termination. Bank of America is committed to fostering an inclusive workplace and offers a culture of caring, with opportunities for career development and a focus on teammate wellness through competitive and flexible benefits.

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.
• 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 timelines.
• 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