Financial Solutions Advisor Registration - North Bay Market Job San Rafael area,California USA,Finance & Banking

Position: Financial Solutions Advisor Registration Candidate- North Bay Market

Position Overview

The Financial Solutions Advisor Stage I (FSA I) is responsible for obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses, then providing client advice, building and managing relationships, and delivering core banking and investment solutions. Progression to Stage II and other roles is possible.

Regulatory Requirements

Personal must comply with FDIC, SAFE Act, Loan Originators rules and FINRA regulations. SAFE Act registration and background checks are required; failure to maintain registration may result in termination.

Core Responsibilities

Obtain Securities Industry licenses and maintain ongoing compliance.
Develop foundational advisory skills and build and manage client relationships.
Provide end-to-end financial advice and present client reviews confidently.
Collaborate with core banking and investment partners to match clients with solutions.
Build and maintain portfolio, manage pipeline, referral, and prospecting activities.

Required Qualifications

Demonstrated ability to obtain required industry licenses.
Self‑disciplined time and capacity management.
Experience cultivating client relationships and recommending solutions.
Strong communication, collaboration, and results‑driven mindset.
Ability to prioritize client interests in a fast‑paced environment.
Multi‑tasking and adapting to new technology.

Desired Qualifications / Experience

FINRA Securities Industry Essentials (SIE) holder or equivalent.
One‑year 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
Trading

Education

High School Diploma / GED / Secondary School or equivalent.

Schedule

Monday–Friday with rotating Saturdays. Roles may start in a phone‑based capacity until assigned a physical financial center.

Compensation

Hourly pay: $28.85 – $33.65. Base salary only, no incentive.

Benefits

Benefits eligible; comprehensive coverage including paid time off, wellness programs, and other support.

EEO Statement

Bank of America is an equal opportunity employer, providing a diverse and inclusive workplace.

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