Financial Solutions Advisor Registration - Peninsula Market

Job Description

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for this position: FDIC;
Safe Act;
Loan Originators; 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. Being a Great Place to Work is core to how we drive Responsible Growth, and includes our commitment to creating an inclusive workplace, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.

Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and a level of flexibility that varies by role.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining the required Securities Industry licenses. You will receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Upon licensing you will receive the foundational skills to acquire, build, and manage client relationships, consider clients’ complex financial pictures, and guide them with advice and solutions to help them live their best financial lives while humanizing interactions.

You will then work in a financial center delivering Bank of America’s core banking, investment solutions, and client care.

After demonstrating success as a licensed FSA I, you will progress into Financial Solutions Advisor Stage II, where you continue to practice and deepen relationships within a portfolio of clients. Success at Stage II opens advance opportunities within Bank of America and Merrill, supported by the Academy’s dedicated programs, tools, and resources throughout your career journey.

• Build and maintain client relationships, offering comprehensive advice and presenting client reviews with confidence.
• Collaborate with core banking and investment partners to connect clients to solutions that meet virtually all their financial needs.
• Apply a defined consultative approach to systematically identify client needs and recommend appropriate strategies.
• Manage multiple tasks simultaneously while maintaining a results‑driven mindset and prioritizing client interests in a fast‑paced environment.
• Use new technology and applications to adapt and learn continuously.

• Aptitude in obtaining required industry licenses and self‑discipline in managing time and capacity.
• Experience cultivating client relationships, accessing needs, and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrated results‑driven mindset while prioritizing clients’ interests.
• Ability to execute multiple tasks simultaneously and adapt to new technology.

• Current holder of FINRA Securities Industry Essentials (SIE).
• Minimum of one year of financial services industry or sales experience.
• Skills in client experience, branding, solutions advisory, investment management, pipeline management, referral management, portfolio management, prospecting, business acumen, executive presence, oral communications, risk management, and trading.
• Proficiency in at least one of the following: 63 & 65 credit, or 66.

High School Diploma / GED / Secondary School or equivalent.

Schedule:

Monday – Fridays with rotating Saturdays. Position is 1st shift, United States of America. Hours per week: 40.

Hourly pay range: $28.85 – $33.65, determined by experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible.

Benefits:
The role is benefits eligible. We provide industry‑leading benefits, paid time off, and resources to support employees’ physical, emotional, and financial well‑being.

Position is subject to the SAFE Act registration requirements. All employees engaged…