Financial Solutions Advisor Registration Candidate

Entry-level Financial Solutions Advisor Registration Candidate role at Bank of America, onsite in Carmel-by-the-Sea, CA, offering $29 to $34 per hour and requiring SAFE Act registration.

Responsibilities

• Begin by earning Securities Industry licenses through a structured program covering SIE, Series 7 and Series 66 examinations.
• After licensing, develop core advisory skills by acquiring, building and managing client relationships, evaluating a client’s financial picture, and guiding with personalized advice and solutions in a human-centered manner.
• Transition to a financial center to deliver core banking services, investment solutions, and client care in alignment with the firm’s approach.
• Upon achieving Stage I milestones, progress to Financial Solutions Advisor Stage II to continue growing and deepening relationships within a client portfolio.
• This role requires SAFE Act registration; completion of the registration process and related background checks is required.

Requirements

• Aptitude for obtaining required industry licenses.
• Education: High School Diploma / GED / Secondary School or equivalent.
• Self-discipline in managing time and workload.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Proven ability to build strong peer relationships through effective communication and collaboration.
• Results-oriented mindset with a client-first focus in a complex, fast-paced environment.
• Ability to handle multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.
• 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

We’ll help you

• Build a successful career through world-class training and onboarding programs that set you up for success.
• Receive coaching from Academy managers who are invested in your progress.
• Grow your business knowledge by using a defined consultative approach to identify client needs and appropriate solutions.
• Earn your SIE, Series 7 and Series 66 licenses (63 and 65 accepted in lieu of 66) through structured lessons and dedicated study time; SIE within 30 days of hire and Series 7 & 66 within 120 days.
• Expand your network by starting at a financial center and engaging with banking customers, small business owners and higher net worth clients, leveraging a broad household reach to grow the business.
• Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients reach their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with solutions from Bank of America and Merrill to meet most of their financial needs.

Weekly Schedule

• Monday through Friday, with rotating Saturdays required

Shift

• 1st shift (United States of America)

Hours per Week

• 40