Financial Solutions Advisor Registration - LA Market

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; FINRA.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining securities licenses, including Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. You will be taught foundational skills to build and manage client relationships and provide advice and solutions to clients, while humanizing financial interactions. You will begin in a financial center to deliver Bank of America’s core banking and investment solutions and approach to client care.

We will equip you with the resources you need as you move through the stages of development.

Progression typically leads to Financial Solutions Advisor Stage II, where you continue to grow relationships within a client portfolio. The Academy provides dedicated programs, tools, and resources throughout your career journey.

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. You will be required to register and submit to the SAFE Act background check and registration process. Failure to obtain or maintain SAFE Act registration may result in termination.

• Build a successful career at Bank of America through world-class training and onboarding programs.
• Receive training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your knowledge by using a defined consultative approach with clients to identify needs and solutions.
• Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. Obtain your SIE within 30 days of hire and your 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 recommend strategies to help clients meet financial goals.
• Collaborate with core banking and investment partners to meet clients’ financial needs.

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a client-first approach in a fast-paced environment.
• Ability to manage 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

Monday – Friday and rotating Saturdays

1st shift (United States of America)

40

US - CA - Hollywood - 4975 Melrose Ave - EAST HOLLYWOOD BC (CA9126)

Pay range $28.85 - $33.65 hourly. Offers to be determined based on experience, education and skill set.

This role is compensated with a base salary and is not incentive eligible. Benefits are currently offered. We provide benefits, paid time off, and resources to support employees and communities we serve.