Financial Solutions Advisor Registration - Saratoga-Monterey Market

Overview

Financial Solutions Advisor Stage I (FSA I) – Licensed financial advisor who builds client relationships, provides comprehensive advice, and leverages Bank of America and Merrill solutions to meet clients’ financial needs.

• Obtain and maintain Securities Industry licenses (Securities Industry Essentials, Series7, and Series
  66) within stipulated time frames.
• Acquire, build, and manage client relationships, assessing complex financial situations and delivering tailored advice.
• Deliver client reviews and presentations with confidence, recommending strategies to achieve financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Build a professional network through interactions with banking customers, small‑business owners, and higher net‑worth clients.
• Participate in training and coaching programs provided by Academy managers.

• High School Diploma, GED, or equivalent secondary education.
• Self‑disciplined management of time and capacity.
• Experience cultivating client relationships and recommending financial solutions.
• Strong communication and collaboration skills with a results‑driven mindset.
• Ability to learn and adapt to new technologies or applications.
• Desired: holder of the Securities Industry Essentials license, bachelor’s degree, and/or at least one year of financial services or sales experience.

Monday – Friday with rotating Saturdays, 1st shift (United States of America). 40 hours per week.

• Hourly pay range: $28.85 – $33.65, determined by experience, education, and skill set.
• Base salary only; no incentive compensation.
• Benefit‑eligible: industry‑leading benefits, paid time off, and resources supporting physical, emotional, and financial well‑being.

• Subject to SAFE Act registration requirements; must register and undergo the required background check.
• Failure to obtain or maintain registration may result in termination.

Bank of America is an equal‑opportunity employer and celebrates diversity and inclusion in the workplace.