Financial Solutions Advisor Registration Candidate

What you get with Bank of America

Join Bank of America in Rancho Santa Margarita, CA, onsite, for an entry level Financial Solutions Advisor track designed to build your licensing credentials and client service skills. The program provides a clear pathway to Stage II and broader client-care responsibilities, supported by world-class training, dedicated coaching, and a culture that emphasizes human-centered financial guidance.

• World-class training and a structured onboarding experience that sets you up for long-term success
• A defined licensing path to earn the SIE, Series 7, and Series 66 (63 and 65 accepted as substitutes), with SIE due within 30 days and Series 7/66 within 120 days
• One-on-one coaching from Academy managers who are invested in your development
• Opportunity to grow your knowledge through a consultative approach that identifies client needs and appropriate solutions
• Networking opportunities starting at a financial center, engaging with banking customers, small business owners, and higher net worth clients
• Collaboration with core banking and investment teams to connect clients with Bank of America and Merrill solutions
• A clear path to deliver end-to-end advisory services, including client reviews and presentations to support financial goals and life priorities

Responsibilities

• Develop and manage client relationships from initial contact through ongoing engagement
• Assess a client’s complex financial picture and provide guidance and solutions that help them live their best financial life, with a human-centered approach
• After achieving key milestones, transition into a financial center to deliver core banking, investment solutions, and client care
• Provide end-to-end comprehensive advice, conduct client reviews/presentations with confidence, and recommend strategies to help clients reach their financial goals
• Collaborate with core banking and investment partners to deliver integrated solutions
• Connect clients to the full suite of Bank of America and Merrill resources to meet a broad range of financial needs
• Continuously grow business knowledge using a defined consultative approach to identify needs and appropriate solutions
• Interact with banking customers, small business owners, and higher net worth clients alike

Requirements

• Aptitude for obtaining required industry licenses
• Self-discipline in managing time and capacity
• Experience cultivating client relationships, assessing needs, and recommending solutions
• Ability to build strong peer relationships through effective communication and collaboration
• Results-driven mindset that prioritizes the client’s interests in a fast-paced environment
• Ability to handle multiple tasks simultaneously
• Willingness to learn and adapt to new technology or applications

Details

Location: Rancho Santa Margarita, CA (onsite)

Compensation: USD 28 - 33 per hour

Education required: High School Diploma / GED / Secondary School or equivalent

Schedule: Monday – Friday with rotating Saturdays

Shift: 1st shift (United States of America)

Hours per week: 40