Financial Solutions Advisor Stage I

Bank of America seeks an entry-level Financial Solutions Advisor in Santa Clarita, CA. The role emphasizes obtaining securities licenses (SIE, Series 7, Series 66), cultivating client relationships, and delivering end-to-end banking and investment solutions, with potential progression to Stage II.

Location

Santa Clarita, California (onsite)

Compensation

USD 28 - 33 per hour

Summary

This entry-level role focuses on securing necessary securities licenses, developing client relationships, and providing comprehensive banking and investment solutions, with potential advancement to Stage II.

Responsibilities

• Acquire new client relationships through proactive outreach.
• Develop and nurture ongoing client relationships to foster trust and loyalty.
• Manage client relationships to ensure consistent service quality.
• Assess clients' complex financial situations to inform recommendations.
• Provide guidance and solutions to help clients pursue their financial objectives.
• Deliver Bank of America core banking and investment solutions with a focus on client care in a financial center.
• Offer end-to-end comprehensive financial advice.
• Present client reviews and presentations with confidence.
• Recommend strategies to help clients reach their financial goals and life priorities.
• Collaborate with core banking and investment partners to align solutions.
• Connect clients to Bank of America and Merrill solutions to address most financial needs.
• Build a network by engaging with banking customers, small business owners and higher net worth clients to grow the business.
• Leverage relationships to expand the business through the Bank of America household network.
• Apply a defined consultative approach to identify client needs and appropriate solutions.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-discipline 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 with a focus on clients' interests in a complex, fast-paced environment.
• Ability to handle multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

Benefits

• Access world-class training and onboarding programs to build a career at Bank of America.
• Receive training and one-on-one coaching from Academy managers dedicated to your success.
• Grow your knowledge through a defined consultative approach to identify client needs and solutions.
• Earn SIE, Series 7 and Series 66 licenses (63 and 65 accepted in lieu of 66) via structured lessons; SIE within 30 days of hire and Series 7/66 within 120 days.
• Build your network by engaging with banking customers, small business owners and higher net worth clients; leverage the Bank of America household network to grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews and presentations confidently, and suggest strategies to meet financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.

Schedule

Monday to Friday with rotating Saturdays.

Shift

First shift (United States of America).

Hours per Week

40 hours per week.

Skills

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

Minimum Education

High School Diploma / GED / Secondary School or equivalent

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