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About the Role

As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses, learn foundational advisor skills, and manage client relationships. You will guide clients with advice and solutions to help them achieve their financial goals. After reaching key milestones, you will work in a financial center delivering core banking and investment solutions. The role progresses to Financial Solutions Advisor Stage II, focusing on growing and deepening client relationships.

Responsibilities

Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses.
Acquire, build, and manage client relationships.
Consider a client’s complex financial picture and guide them with advice and solutions.
Humanize financial interactions.
Deliver Bank of America’s core banking and investment solutions.
Provide client care.
Grow and deepen relationships within a portfolio of clients.
Provide end-to-end comprehensive advice.
Deliver client reviews/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 solutions to meet their financial needs.

Requirements

Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Must obtain SIE within 30 days of being hired.
Must obtain Series 7 & 66 within 120 days.
Subject to SAFE Act registration requirements.
Must register with the federal registry system and remain in good standing for SAFE Act.
Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

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

Location

San Francisco, CA
Remote (initial training/phone-based capacity)
Onsite (financial center)

Work Type

Full-time
Onsite
Hybrid

Experience Level

Entry Level (Stage I)
Minimum of one year of financial services industry or sales experience (Desired)

Education Level

High School Diploma / GED / Secondary School or equivalent
Bachelor’s degree (Desired)

Salary/Compensations

$28.85 - $33.65 hourly pay

Benefits

Industry-leading benefits
Access to paid time off
Resources and support

About the Company

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection.
We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders.
Being a Great Place to Work is core to how we drive Responsible Growth.
We are committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Equal Opportunity

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.