Bank of America
Financial Solutions Advisor Registration Candidate- Seven Trees Financial Center
Bank of America, San Jose, California, United States, 95199
Overview
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. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Position Summary
As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. You will be trained to acquire, build, and manage client relationships, assess a client’s complex financial picture, and guide them with advice and solutions to help them live their best financial lives, while humanizing financial interactions. After reaching key milestones, you will work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. We provide the tools and support as you progress through stages of development. Progression to Financial Solutions Advisor Stage II enables you to deepen client relationships within a portfolio of clients and pursue additional opportunities within Bank of America and Merrill. The Academy provides programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and submit to the SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in termination. What We’ll Help You Do
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your 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. Build your network by interacting with banking customers, small business owners, and higher net worth clients, leveraging relationships to grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners to connect clients to solutions across Bank of America and Merrill. Responsibilities and Requirements
Required Qualifications: Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, assessing needs, and recommending solutions. Ability to build strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment. Manages multiple tasks simultaneously. Willingness to learn and adapt to new technology or applications. Desired Qualifications: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills: Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Schedule and Education
Schedule:
Monday-Friday Open availability required + some Saturdays Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Shift:
1st shift (United States of America) Hours Per Week:
40 Compensation and Benefits
Pay Transparency details US - CA - San Jose - 4150 Monterey Hwy - 4148 Monterey Hwy (CA3159) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay. This role is compensated with a base salary and is not incentive eligible. Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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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. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Position Summary
As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. You will be trained to acquire, build, and manage client relationships, assess a client’s complex financial picture, and guide them with advice and solutions to help them live their best financial lives, while humanizing financial interactions. After reaching key milestones, you will work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. We provide the tools and support as you progress through stages of development. Progression to Financial Solutions Advisor Stage II enables you to deepen client relationships within a portfolio of clients and pursue additional opportunities within Bank of America and Merrill. The Academy provides programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and submit to the SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in termination. What We’ll Help You Do
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your 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. Build your network by interacting with banking customers, small business owners, and higher net worth clients, leveraging relationships to grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners to connect clients to solutions across Bank of America and Merrill. Responsibilities and Requirements
Required Qualifications: Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, assessing needs, and recommending solutions. Ability to build strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment. Manages multiple tasks simultaneously. Willingness to learn and adapt to new technology or applications. Desired Qualifications: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills: Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Schedule and Education
Schedule:
Monday-Friday Open availability required + some Saturdays Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Shift:
1st shift (United States of America) Hours Per Week:
40 Compensation and Benefits
Pay Transparency details US - CA - San Jose - 4150 Monterey Hwy - 4148 Monterey Hwy (CA3159) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay. This role is compensated with a base salary and is not incentive eligible. Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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