Financial Solutions Advisor Registration Candidate - Mira Vista Financial Center

Overview

Job Description:

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

We are intentional about fostering 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 our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

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 an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Financial Solutions Advisor Stage I (FSA I) progression begins with obtaining Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7 and Series 66 exams. After licensing, you will develop foundational skills to advise clients, build and manage client relationships, and guide clients through complex financial needs with a human-centered approach. Once licensed, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care.

With demonstrated success as a licensed Financial Solutions Advisor Stage I, you may progress to Financial Solutions Advisor Stage II and broaden opportunities within Bank of America and Merrill. The Academy provides programs, tools, and resources to support your career journey. This position is subject to SAFE Act registration requirements and associated background checks."

• 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 identify client needs and solutions.
• Obtain SIE within 30 days of hire;
  Series 7 and 66 within 120 days (63 & 65 accepted in lieu of 66).
• Build your professional network by interacting with banking customers, small business owners, and high-net-worth clients.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations, and recommend strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions.

This role requires SAFE Act registration with the federal registry and ongoing compliance, including the SAFE Act background check. Failure to obtain or maintain SAFE Act registration may result in termination.

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Demonstrates a results-driven mindset with a client-first approach in a fast-paced environment.
• Ability to handle multiple tasks simultaneously and adapt to new technology.

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

• Client Experience
• Branding
• Client Solutions
• Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Risk Management
• Trading

• Minimum Education Requirement:
  High School Diploma / GED / Secondary School or equivalent

• Schedule:
  
  Monday – Friday with rotating Saturdays
• Shift: 1st shift (U.S.A.)
• Hours Per Week: 40
• Pay Range: $28.85 - $33.65 hourly, based on experience
• Pay and benefits information:
  Benefits eligible; base salary with no incentive eligibility
• We provide industry-leading benefits to support wellbeing for you and your family

Pay transparency and program details:
Richmond, CA; 4800 Mac Donald Ave, Mira Vista BC (CA4124). This role adheres to applicable pay transparency requirements.