Financial Solutions Advisor Registration - East Blithedale Financial Center

Position Overview

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught 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 to help them live their best financial lives, all while humanizing financial interactions.

Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.

As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

• Build a successful career at Bank of America through world‑class training and onboarding programs that set you up for success.
• Get training and one‑on‑one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.
• Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

• 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.

• Currently holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• 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.

Monday thru Friday, with rotating Saturdays required. Shift: 1st shift (United States of America). Hours Per Week: 40.

• Pay range $28.85 - $33.65 hourly pay, determined based on experience, education and skill set.
• Compensated with a base salary and is not incentive eligible.
• Benefits eligible. Provides industry‑leading benefits, access to paid time off, resources and support to employees.

US - CA - Mill Valley - 715 E Blithedale Ave - East Blithedale (CA4204).