Financial Solutions Advisor Registration - North Bay Market

Overview

As a Financial Solutions Advisor Stage I (FSA I) at Bank of America, you will obtain Securities Industry licenses and receive dedicated training to become a client‑focused advisor. The role includes foundational advisory skills, client relationship development, and an introduction to bank and investment services.

• Obtain and maintain required industry licenses (Securities Industry Essentials [SIE], Series 7, Series 66).
• Complete the SAFE Act registration and background check required for residential loan mortgage originations.
• Develop and nurture client relationships, assess financial needs, and recommend appropriate solutions.
• Deliver comprehensive client reviews, presentations, and financial guidance with confidence.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Maintain a results‑driven mindset and prioritize clients’ interests in a fast‑paced environment.
• Execute multiple tasks simultaneously and adapt to new technology and applications.

• Aptitude for obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience cultivating client relationships and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results‑driven mindset with the ability to prioritize client interests.
• Ability to execute multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of 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
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

High School Diploma / GED / Secondary School or equivalent.

Schedule:

Monday – Friday and rotating Saturdays

Shift: 1st shift (United States of America)

Hours per week: 40

Pay range: $28.85 - $33.65 hourly, based on experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible.

Benefits:
This role is benefits eligible. Employees have access to industry‑leading benefits, paid time off, and resources to support personal and professional growth.

US – CA – San Rafael – 1000 4th St – San Rafael Main (CA4114)

This position is subject to SAFE Act registration requirements. Employees must register and pass the required SAFE Act background check and background check. Failure to maintain registration may result in immediate termination.