Financial Solutions Advisor Registration - San Francisco Market

Bank of America – Guided by a purpose to help make financial lives better, we drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day.

At Bank of America we are committed to a great place to work, to an inclusive workplace, emotional and physical wellness, and to making an impact in the communities we serve. We prioritize an in‑office culture with the flexibility needed to meet role‑specific requirements.

As a Financial Solutions Advisor Stage I (FSA I), you will begin your journey by obtaining Securities Industry licenses. You will receive dedicated, personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once licensed, you will learn foundational advisory skills, acquire and manage client relationships, and guide clients with advice and solutions to help them achieve their best financial lives.

After achieving key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. Successful completion of Stage I typically leads to progression into FSA Stage II, where you deepen relationships and grow your practice within a client portfolio.

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. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

• Build a career at Bank of America through world‑class training and onboarding.
• Receive one‑on‑one coaching from Academy managers invested in your success.
• Grow your business knowledge using a defined consultative approach to identify and meet client needs.
• Earn your SIE, Series 7, and Series 66 licenses within the specified time frames (SIE within 30 days, Series 7 & 66 within 120 days).
• Build your network by interacting with banking customers, small‑business owners, and higher‑net‑worth clients.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations, and recommend strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners, connecting clients to solutions from Bank of America and Merrill.

• Ability to obtain required industry licenses.
• Self‑disciplinary time and capacity management.
• Experience cultivating client relationships and recommending solutions.
• Strong peer collaboration and communication skills.
• Results‑driven mindset with a client‑centric focus.
• Capacity 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.

• 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
• Trading

High School Diploma / GED / Secondary School or equivalent.

Monday – Fridays and rotating Saturdays.
Training may begin at a financial center and include a phone‑based period prior to relocating.

1st shift (United States of America).

40.

Internship.

Full‑time.

Consulting, Information Technology, and Sales – Banking.

San Francisco, CA.