Financial Solutions Advisor Registration Candidate

Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) registration candidate to support clients in a financial center environment while working toward the required securities licenses. This onsite role in Glendale, CA combines client-care guidance with foundational advisory skill-building, helping you progress through advisor stages as you earn the credentials needed for the position.

As you move through registration and licensing, you will apply a consultative approach to identify needs, recommend appropriate solutions, and collaborate with core banking and investment partners to connect clients to the offerings available through Bank of America and Merrill.

Role Overview

• Support delivery of core banking and investment solutions alongside Bank of America’s approach to client care in a financial center.
• Develop foundational advisor skills including acquiring, building, and managing client relationships.
• Review a client’s complex financial picture and guide them with advice and solutions aligned to their goals.
• Use a defined consultative approach to systematically identify client needs and appropriate solutions.
• Provide end-to-end comprehensive advice, deliver client reviews or presentations with confidence, and recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with core banking and investment partners and connect clients to solutions offered through Bank of America and Merrill to address virtually all their financial needs.
• Build a customer network by engaging with banking customers, small business owners, and higher net worth clients.

Career Progression

• After demonstrating success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II and continue growing and deepening relationships within a portfolio of clients.

Licensing and Registration

• Demonstrate aptitude in obtaining required industry licenses.
• Because the position requires SAFE Act registration, you must register and submit to the required SAFE Act background check and registration process.
• Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
• Earn Security Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time.
• You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days (a requirement for the role).

Requirements

• Self-disciplined approach to managing time and capacity.
• Experience cultivating client relationships, accessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing the client’s interest in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.

Desired Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Schedule

• Monday to Friday and rotating Saturdays.
• 1st shift (United States of America).
• 40 hours per week.

Compensation and Education

• Salary: USD 28 - 33 per hour.
• Education: High School Diploma / GED / Secondary School or equivalent.