Financial Solutions Advisor Registration Candidate- CA Coastal Market
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 licenses and building foundational advisory skills. Upon obtaining licenses such as SIE, Series 7, and Series 66, individuals will learn to acquire, build, and manage client relationships, assess financial needs, and provide tailored advice and solutions. The role involves working in a financial center to deliver core banking and investment solutions. Successful progression leads to the Financial Solutions Advisor Stage II role, with further opportunities for advancement within Bank of America and Merrill. The program includes comprehensive training, coaching, and resources to support career growth. 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.
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.
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
