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Today

Financial Solutions Advisor Registration Candidate

Bank of America Northridge, CA

Northridge, CA

Today

$28 - $33/hr Full time Advisor Associate Financial Advisor Client Service

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Job Description

Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) registration candidate to help launch an advisor career in a financial center environment. In this Northridge, CA onsite role, you will work toward required securities licensing, progress through development stages, and provide end-to-end client financial advice while meeting applicable registration obligations.

Role overview

Progress through FSA I development stages with dedicated preparation for securities exams and advisor fundamentals.
After reaching key milestones, begin working in a financial center to support delivery of Bank of America core banking, investment solutions, and client care.
With demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into Financial Solutions Advisor Stage II, deepening relationships within a portfolio of clients.

Responsibilities

Obtain required securities industry licenses, supported by dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams.
Learn foundational advisor skills, including building and managing client relationships and providing guidance that reflects a client’s complex financial picture.
Help clients navigate financial goals by delivering client reviews and presentations with confidence and recommending appropriate strategies.
Provide end-to-end comprehensive advice and connect clients to solutions offered through Bank of America and Merrill to meet a broad set of financial needs.
Use a defined consultative approach to systematically identify client needs and match them to suitable solutions.
Collaborate with core banking and investment partners to coordinate client support.
Build relationships by interacting with banking customers, small business owners, and higher net worth clients.
Grow business knowledge through effective communication, peer collaboration, and referral-related activities.

Licensing and timing requirements

Obtain the Securities Industry Essentials (SIE) within 30 days of being hired.
Obtain Series 7 and Series 66 within 120 days (63 & 65 accepted in lieu of 66).

Requirements

Aptitude for obtaining required industry licenses.
Self-discipline to manage time and capacity.
Experience cultivating client relationships, identifying needs, and recommending solutions.
Ability to create strong peer relationships through effective communication and collaboration.
Results-driven mindset with a focus on client interest in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Ability to learn and adapt to new technology or applications.
Subject to SAFE Act registration requirements, including registration, background check, and maintaining good standing.
Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
Hiring may be restricted or prohibited depending on specified criminal history, governed by FDIC, SAFE Act, Loan Originators, and FINRA rules.

Desired qualifications

Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or a minimum of one year of 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

Schedule and location

Location: Northridge, CA (onsite)
Schedule: Monday through Fridays and rotating Saturdays
Hours per week: 40
Shift: 1st shift (United States of America)
The specific financial center location will be based on business needs. Training will occur at one financial center, and you may begin in a phone-based capacity until another financial center location is determined within a reasonable commuting distance of your home, where permitted by applicable law.

Support for your development

Training and onboarding programs designed to support success.
Training and one-on-one coaching from Academy managers.
Opportunities to build your network starting at a financial center by interacting with a range of customer and business segments.
Leverage existing relationships with one out of two households in the U.S. to support future business growth.

Education: High School Diploma / GED / Secondary School or equivalent. Pay: USD 28 - 33 per hourly.

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1mo ago

Financial Solutions Advisor - Registration Candidate

Bank of America Henderson, NV

Henderson, NV

1mo ago Closed

Full time Advisor Bank of America Client Service

This position is no longer accepting applications (closed Oct 22, 2026).

Job Description

Launch your advisor career through structured securities training, licensing, and client-facing experience at Bank of America in Henderson, NV.

Responsibilities

Complete the securities licensing path, supported by dedicated, personalized classes for Securities Industry Essentials (SIE), Series 7, and Series 66 exams.
Develop core advisory skills, including acquiring, building, and managing client relationships.
Learn how to consider a client’s complex financial picture and guide clients with advice and solutions while humanizing financial interactions.
After achieving key milestones, transition into a financial center role to help deliver core banking and investment solutions with a client-care focus.
Progress toward Financial Solutions Advisor Stage II by continuing to practice advisory skills and deepening relationships within a client portfolio.
Use a consultative approach to systematically identify client needs and match them with appropriate solutions.
Build relationships across a range of clients, including banking customers, small business owners, and higher net worth clients.
Provide end-to-end comprehensive advice, including delivering client reviews/presentations with confidence.
Recommend strategies aligned to clients’ financial goals and life priorities.
Collaborate with core banking and investment partners and connect clients to Bank of America and Merrill solutions to meet virtually all financial needs.
Work within a training and onboarding structure that includes world-class training and on-boarding programs.
Receive training and one-on-one coaching from Academy managers.

Requirements

Aptitude in obtaining required industry licenses.
Self-disciplined approach to managing time and capacity.
Experience cultivating client relationships, accessing needs, and recommending solutions.
Ability to create strong peer relationships through effective communication and collaboration.
Results-driven mindset that prioritizes clients’ interest in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Willingness and ability to learn and adapt to new technology or applications.
Subject to SAFE Act registration requirements, including a SAFE Act background check/registration to maintain employment.
Pursuant to SAFE Act requirements, employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Required to register and submit to the required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
Earn Security Industry Essentials (SIE) within 30 days of being hired.
Obtain Series 7 & 66 within 120 days. Series 7 and Series 66; 63 & 65 accepted in lieu of 66.

Desired Qualifications

Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Spanish speaking.

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

Work Schedule

Monday–Friday and rotating Saturdays

Shift

1st shift (United States of America)

Hours Per Week

Education

High School Diploma / GED / Secondary School or equivalent

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2mo ago

Financial Advisor

Thrivent Lansing, MI

Lansing, MI

2mo ago Closed

Up to $150k/yr Full time Advisor Christian Financial Advisor Client Relations

This position is no longer accepting applications (closed Sep 6, 2026).

Job Description

Thrivent is hiring a Financial Advisor to deliver purpose-based guidance and build long-term client relationships in Lansing, MI.

Responsibilities

Build and grow a financial practice that helps Christians move toward financial clarity
Deliver personal, actionable, achievable advice and connect clients to Thrivent products and programs
Establish and maintain genuine long-term relationships across generations, grounded in trust and understanding
Serve clients in your chosen community
Schedule and run client appointments using your network and Thrivent’s reputation
Deliver award-winning financial workshops and market your practice
Maintain schedule flexibility to support work-life balance
Work within a collaborative culture where colleagues support your success
Leverage organization-wide specialist support, including business development, marketing, technology, engagement, and experienced advisors

Requirements

Bachelor’s degree or equivalent experience
Military veterans are encouraged to apply
Attain FINRA SIE and life and health licenses (licensed role only) before contracting
Complete a satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification, if applicable

Technologies

FINRA SIE
Series 7
Series 66

Benefits

Unlimited earning potential with biweekly base commissions, bonus opportunities, and incentive pay structures
Recurring revenue streams and dedicated planning fees for those who qualify
Medical, dental, vision, disability, and accidental death and dismemberment insurance
Pension, 401(k), and retiree medical plans
Ongoing support, training, and opportunities for professional growth while building your business
Well-being programs to help manage physical, emotional, and financial health
Gift matching program to double contributions to eligible nonprofit and volunteer programs
Membership programs to help connect clients and engage Christians to make an impact in the community

Desired Characteristics

Self-disciplined, independent, and driven to succeed
Motivated by helping others achieve their goals
Natural coach or guide with strong interpersonal skills
Passionate about living a life of generosity by serving others, not only selling products

Pay

Up to USD 150,000 per year

Work Location

In person
Lansing, MI

Education: Bachelor’s degree or equivalent experience.

Licensing note: FINRA SIE and life and health licenses must be attained before contracting (licensed role only).

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Financial Solutions Advisor Registration Candidate

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