Financial Solutions Advisor Registration Candidate

Bank of America is seeking a Financial Solutions Advisor Registration Candidate to join its West Covina, California team. This Stage I role prepares you for the SIE, Series 7 and Series 66 licenses and advances you toward Stage II, with a focus on cultivating client relationships and delivering advisory solutions in a client-centric environment.

Location

West Covina, CA (onsite)

Salary

$28 - $33 per hour (USD)

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66) through dedicated and personalized classes.
• Acquire, build, and manage client relationships.
• Consider a client’s complex financial picture and guide them with advice and solutions to help them live their best financial lives, while humanizing financial interactions.
• Begin working in a financial center to deliver Bank of America’s core banking, investment solutions and approach to client care.
• Progress to Financial Solutions Advisor Stage II after successful Stage I, continuing to grow and deepen relationships within a portfolio of clients.
• Participate in Academy programs, tools, and resources to support career development.

Requirements

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

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.

We’ll Help You

• Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Skills

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Schedule

Monday-Friday open availability required, with some Saturdays

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40