Financial Solutions Advisor Registration Candidate - Yuba City Financial Center

Financial Solutions Advisor Stage I (FSA I)

Bank of America is looking for a dedicated professional to begin their career as a Financial Solutions Advisor (FSA) Stage I. The role focuses on client relationship development, financial advisory, and compliance with banking regulations.

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (or 63 & 65 as substitute) within the required time frames (SIE within 30 days, Series 7 & 66 (or substitutes) within 120 days of hire).
• Complete structured training and one–on–one coaching to acquire the foundational skills needed to advise clients.
• Build, nurture, and manage a portfolio of client relationships, delivering comprehensive financial advice and solutions.
• Apply a consultative approach to systematically identify client needs and recommend appropriate financial products.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions.
• Meet and maintain SAFE Act registration requirements and complete required background checks; understand and comply with FDIC, Safe Act/Loan Originators, and FINRA regulations.
• Demonstrate a results‑driven mindset, effectively manage time and capacity, and prioritize client interests in a fast‑paced environment.

• Self‑disciplined time and capacity management.
• Experience cultivating client relationships and recommending solutions.
• Strong communication and collaboration skills with a results‑driven focus.
• Ability to execute multiple tasks simultaneously and adapt to new technology or applications.

• Current FINRA Securities Industry Essentials (SIE) certification.
• Bachelor’s degree and/or at least one year of financial services or sales experience.
• Skills in client experience, branding, client solutions advisory, investment management, pipeline management, referral management, portfolio management, prospecting, referral identification, business acumen, executive presence, oral communication, risk management, and trading.

Schedule: Monday – Friday with rotating Saturdays
Shift: 1st shift (United States of America)
Hours per Week: 40
Location: Yuba City, CA (Butte House Rd)
Pay: $28.85 – $33.65 hourly (based on experience, education, and skill set)
Benefits: Industry‑leading benefits, paid time off, resources and support to help employees make a genuine impact. This role is benefits eligible.

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Bank of America is an Equal Opportunity Employer. We are committed to building an inclusive workplace and supporting the physical, emotional, and financial well‑being of our employees.