Bank of America is hiring a Financial Solutions Advisor Stage I onsite in Vacaville, CA.

Earn and secure securities licenses (SIE, Series 7, Series 66) through tailored instruction.
Initiate, develop, and manage client relationships.
Assess clients' complex financial situations and provide tailored advice and solutions.
Humanize financial conversations to enhance understanding and trust.
Deliver Bank of Americas core banking and investment solutions and client-care approach from a financial center.
Progress to Financial Solutions Advisor Stage II by expanding and deepening relationships within a client portfolio.
Leverage Academy programs, tools, and resources throughout the career journey.
Register with and maintain good standing under the SAFE Act, including completing the background check.

Aptitude for obtaining required industry licenses.
Self-discipline in time and workload 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 prioritizing client interests in a complex, fast-paced environment.
Ability to manage multiple tasks concurrently.
Willingness to learn and adapt to new technology or applications.
Current FINRA Securities Industry Essentials (SIE) license.
Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Experience in Client Experience Branding.
Experience in Client Solutions Advisory.
Investment Management experience.
Pipeline Management experience.
Referral Management experience.
Client Management experience.
Customer and Client Focus.
Portfolio Management experience.
Prospecting experience.
Referral Identification experience.
Business Acumen.
Executive Presence.
Oral Communications proficiency.
Risk Management experience.
Trading experience.

World-class training and onboarding programs to establish a successful career at Bank of America.
One-on-one coaching from Academy managers dedicated to your success.
Defined consultative approach to systematically identify client needs and appropriate solutions.
Licensing pathway to SIE, Series 7 and Series 66 (63 & 65 accepted as alternatives to 66); SIE within 30 days of hire, Series 7 and 66 within 120 days.
Networking opportunities: engage with banking customers, small business owners, and higher net worth clients within a financial center; leverage relationships with roughly half of U.S. households.
Provide end-to-end guidance, client reviews/presentations, and strategies to help clients reach financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.

Financial Solutions Advisor Registration Candidate

Job Description