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Jobs · Consulting · California

Financial Solutions Advisor Registration Candidate - Harbor-Edinger Financial Center

ALPFA Baltimore Chapter · Fountain Valley, CA · 1 wk ago
Consulting$28.85–$33.65/hrInternship

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting teammates' physical, emotional, and financial wellness through affordable, competitive, and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths—whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing flexibility based on role-specific responsibilities and business needs.

About the role

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, including dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will learn foundational skills to become an advisor—acquiring, building, and managing client relationships while guiding clients through their complex financial needs with tailored advice and solutions.

After reaching key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. Upon demonstrating success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will grow and deepen relationships within a portfolio of clients. Successful advisors have opportunities to advance into various roles within Bank of America and Merrill.

The Academy will support you with dedicated programs, tools, and resources throughout your career. This position is subject to SAFE Act registration requirements, including background checks and federal registry system registration. Failure to maintain SAFE Act registration may result in immediate termination.

Responsibilities

  • Build a successful career through world-class training and onboarding programs.
  • Receive training and one-on-one coaching from Academy managers invested in your success.
  • Grow business knowledge using a defined consultative approach to systematically identify client needs and recommend solutions.
  • Earn your Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of hire and your Series 7 & 66 within 120 days.
  • Build your network by interacting with banking customers, small business owners, and higher net-worth clients, leveraging relationships with one out of two U.S. households.
  • Provide end-to-end comprehensive advice, deliver client reviews and presentations, and recommend strategies to help clients achieve their financial goals.
  • Collaborate with core banking and investment partners to connect clients with solutions from Bank of America and Merrill.

Requirements

  • Aptitude for obtaining required industry licenses.
  • Self-discipline in managing time and capacity.
  • Experience cultivating client relationships, assessing needs, and recommending solutions.
  • Ability to create strong peer relationships through effective communication and collaboration.
  • Results-driven mindset while prioritizing clients' interests in a complex, fast-paced environment.
  • Ability to execute multiple tasks simultaneously.
  • Adaptability to learn and use new technology or applications.

Qualifications

  • High School Diploma, GED, or equivalent (minimum education requirement).
  • Currently holds FINRA Securities Industry Essentials (SIE) (desired).
  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired).

Skills

  • Client Experience Branding
  • Client Solutions Advisory
  • Investment Management
  • Pipeline Management
  • Referral Management
  • Client Management
  • Customer and Client Focus
  • Portfolio Management
  • Prospecting
  • Referral Identification
  • Business Acumen
  • Executive Presence
  • Oral Communications
  • Risk Management
  • Trading

Schedule

  • Monday - Friday and rotating Saturdays.
  • 1st shift.
  • 40 hours per week.

Pay

Pay range: $28.85 - $33.65 hourly. Offers are determined based on experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is benefits eligible. We provide industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact and contributing to the sustainable growth of our business and communities.

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