Financial Solutions Advisor Registration Candidate

Entry-level Financial Solutions Advisor Stage I role in Mill Valley, CA (onsite) at Bank of America, focused on obtaining securities licenses (SIE, Series 7, Series 66) and delivering financial solutions, with progression to Stage II within Bank of America and Merrill.

Responsibilities

• Develop and manage client relationships across the lifecycle
• Analyze a client’s complex financial picture and provide tailored guidance and solutions
• Deliver personalized, human-centered financial interactions
• Present Bank of America core banking and investment offerings and client care approach in a financial center
• Expand your professional network by engaging with banking customers, small business owners, and higher net worth clients
• Enhance your business knowledge with a defined consultative process to identify client needs and appropriate solutions
• Offer end-to-end comprehensive advice, conduct client reviews and presentations, and recommend strategies to help clients reach their financial goals and life priorities
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions to meet diverse financial needs

Requirements

• Aptitude to obtain required industry licenses
• Self-disciplined with strong time management and capacity control
• Experience in cultivating client relationships, assessing needs, and recommending solutions
• Proven ability to develop strong peer relationships through effective communication and collaboration
• Results-driven mindset with a client-first approach in a complex, fast-paced environment
• Ability to multitask effectively in dynamic settings
• Willingness to learn and adapt to new technology or applications

Benefits

• Affordable, competitive and flexible benefits

WE’LL HELP YOU

• Develop a successful career at Bank of America through structured training and onboarding programs
• Receive training and one-on-one coaching from Academy managers invested in your success
• Grow your business knowledge using a defined consultative approach to identify client needs and solutions
• Earn SIE, Series 7 and Series 66 licenses (63 and 65 accepted in lieu of 66) via structured lessons and dedicated study time
• Obtain SIE within 30 days of hire and Series 7 and 66 within 120 days, as required for the role
• Build your network by starting at a financial center and engaging with a range of clients
• Leverage relationships with Bank of America and Merrill to help grow your business
• Provide end-to-end advisory, deliver client reviews/presentations with confidence, and recommend strategies to meet financial goals
• Collaborate with core banking and investment partners to connect clients with solutions to meet wide-ranging needs

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

WEEKLY SCHEDULE

• Monday through Friday, with rotating Saturdays required

SHIFT

• 1st shift (United States of America)

HOURS PER WEEK

• 40