Financial Solutions Advisor Registration Candidate

Based in Pleasant Hill, CA, this entry-level Financial Solutions Advisor Stage I role at Bank of America focuses on earning securities licenses (SIE, Series 7, Series 66) while guiding clients through banking and investment options. The position emphasizes relationship-building, comprehensive advisory support, and compliance with SAFE Act registration, with a pay rate of $29 to $34 per hour.

Responsibilities

• Acquire, build and manage client relationships.
• Consider a client’s complex financial picture and guide them with advice and solutions, while humanizing financial interactions.
• Work in a financial center to deliver Bank of America’s core banking, investment solutions and client care approach.
• Provide end-to-end comprehensive advice.
• Deliver client reviews and presentations with confidence.
• 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.
• Build your network by engaging with banking customers, small business owners and higher net worth clients.
• Leverage relationships with households to grow your business.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-disciplined in time and capacity management.
• Experience cultivating client relationships, assessing needs and recommending solutions.
• Proven ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing the client's interests in a complex, fast-paced environment.
• Ability to manage multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.
• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Benefits

• World-class training and onboarding programs.
• Affordable, competitive and flexible benefits.

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.
• Receive 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 to systematically 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. You must obtain your SIE within 30 days of hire and your Series 7 and 66 within 120 days.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients; leverage our relationships that reach about half of U.S. households.
• 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.

Schedule

Monday through Friday with rotating Saturdays.

Shift

1st shift (United States of America).

Hours per week

40 hours per week.