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Jobs · Consulting · California

Financial Solutions Advisor Registration Candidate - Victory-Fallbrook Financial Center

ALPFA Baltimore Chapter · Los Angeles, California, United States · 5 days 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. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.

This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

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 your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will learn the foundational skills needed to be an advisor—from acquiring, building, and managing client relationships to considering a client's complex financial picture and guiding them with 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. The Academy will support you with structured programs, tools, and resources as you progress through stages of development. Upon demonstrating success as a licensed Financial Solutions Advisor Stage I, you will typically advance 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.

Responsibilities

  • Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted in lieu of 66) within required timelines (SIE within 30 days, Series 7 & 66 within 120 days).
  • Build business knowledge using a defined consultative approach to systematically identify client needs and recommend appropriate solutions.
  • Interact with banking customers, small business owners, and higher net worth clients to build your network and grow your business.
  • 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 to solutions provided through Bank of America and Merrill.
  • Execute multiple tasks simultaneously in a fast-paced environment while prioritizing client interests.

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 with a focus on client interests.
  • Ability to learn and adapt to new technology or applications.
  • High School Diploma / GED / Secondary School or equivalent (minimum education requirement).

Qualifications

  • 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

  • Advisory Account Management
  • Client Experience Branding
  • Customer and Client Focus
  • Oral and Written Communications
  • Issue Management
  • Client Solutions Advisory
  • Pipeline Management
  • Active Listening
  • Attention to Detail
  • Risk Management
  • Client Management
  • Causation Analysis

Schedule

  • Monday–Friday with open availability required, plus some 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 sustainable growth.

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