Financial Solutions Advisor Registration Candidate- Consumer Investments- Sarato

Financial Solutions Advisor Registration Candidate - Saratoga, Santa Cruz, Monterey Areas

Join to apply for the Financial Solutions Advisor Registration Candidate - Saratoga, Santa Cruz, Monterey Areas role at Bank of America .

This role offers a pay range of $28.00/hr - $33.00/hr. Your actual pay will depend on your skills and experience. Please consult with your recruiter for more details.

Job Description

As a Financial Solutions Advisor Stage I, you will begin by obtaining your Securities Industry licenses, including SIE, Series 7, and Series 66. You will learn to build and manage client relationships, analyze financial situations, and provide tailored advice and solutions. Successful completion of licensing will enable you to work in a financial center, delivering banking and investment solutions to clients.

Progression to Financial Solutions Advisor Stage II is based on performance, allowing you to deepen client relationships and grow within the organization. The role requires SAFE Act registration due to mortgage originations activities, with necessary background checks and registration to be maintained.

We support your growth through comprehensive training, licensing assistance, and career development programs. You will engage with a diverse client base, leveraging Bank of Americas extensive network to help clients achieve their financial goals.

Qualifications

• Ability to obtain required industry licenses
• Self-discipline in managing time and capacity
• Experience in client relationship management
• Effective communication and collaboration skills
• Results-driven mindset with a focus on client interests

Preferred Qualifications

• Bachelors degree or at least one year of financial services or sales experience

Skills

• Advisory, Account Management, Client Experience, Customer Focus
• Communication, Issue Management, Client Solutions, Pipeline Management
• Active Listening, Attention to Detail, Risk Management

Schedule and Education

Monday-Friday, with some Saturdays; High School Diploma or equivalent required.

Employment Details

• Full-time, Internship level
• Job functions include Consulting, IT, Sales
• Industry: Banking

This position may involve multiple locations, with no immediate openings at all listed sites. The role is based in the United States, with a 1st shift schedule and 40 hours per week.

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