Financial Solutions Advisor Registration Candidate - Harbor-Edinger Financial Center

Bank of America • Fountain Valley, CA

2d • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role is designed for individuals to embark on a career in financial advising. The program includes comprehensive training and support to obtain necessary Securities Industry licenses, including SIE, Series 7, and Series 66. Upon licensing, you will learn foundational skills in client relationship management, financial assessment, and providing tailored advice. The role progresses through stages, starting in a financial center where you will offer core banking and investment solutions. Successful completion of Stage I typically leads to the Financial Solutions Advisor Stage II role, focusing on growing and deepening client relationships. The Academy provides ongoing support, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements, which involves federal registry system registration and background checks. Failure to obtain or maintain registration may result in termination. Bank of America is committed to fostering an inclusive workplace and offers competitive benefits to support employee well-being. The company emphasizes an in-office culture that promotes collaboration and career development, while offering role-specific flexibility.

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 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, investment solutions and approach to client care.
• 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

What This Job Offers

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