Financial Solutions Advisor Registration - Nampa Financial Center

Job Description

As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses, learn core advisor skills, and provide comprehensive financial advice to clients while supporting Bank of America’s banking and investment solutions.

You will:

• Build a successful career through world‑class training and onboarding programs.
• Receive one‑on‑one coaching from Academy managers.
• Use a consultative approach to identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (within 30 and 120 days of hire).
• Network with banking customers, small business owners and high‑net‑worth clients.
• Provide end‑to‑end financial advice, deliver client reviews and presentations.
• Collaborate with core banking and investment partners to connect clients to solutions.

• Aptitude in obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience cultivating client relationships, accessing needs and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results‑driven mindset prioritizing client interest in a fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or at least one year of financial services or sales experience.
• Spanish proficiency.

• 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 through Friday, rotating Saturdays required.

Shift: 1st shift (United States of America).

Hours per week: 40.