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About the Role

As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses and foundational skills to acquire, build, and manage client relationships. You will guide clients with advice and solutions to help them achieve their financial goals, humanizing financial interactions. Upon reaching key milestones, you will work in a financial center delivering core banking and investment solutions.

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, investment solutions and approach to 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 virtually all 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

• Belmont, CA
• Daly City, CA
• Foster City, CA
• San Francisco, CA

Work Type

• Full-time
• Onsite

Experience Level

• Entry Level

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 every day.
• We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
• We value the unique perspectives individuals bring from all backgrounds and career paths.
• Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
• 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.