Bank of America
Financial Solutions Advisor Registration Candidate- Silicon Valley Area
Bank of America, Cupertino, California, United States, 95014
Overview
Financial Solutions Advisor Stage I – Silicon Valley Area Base pay range: $28.00/hr - $33.00/hr Job Description
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. As a Financial Solutions Advisor Stage I, your journey begins with obtaining your Securities Industry licenses, receiving dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once licensed, you will learn foundational skills to advise clients — from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions. You will begin working in a financial center to deliver Bank of America’s core banking, investment solutions and client care. We will equip you as you move through the stages of development. Upon successful completion as a licensed Financial Solutions Advisor Stage I, you may progress to Financial Solutions Advisor Stage II, where you will continue to grow within a portfolio of clients. The Academy provides programs, tools, and resources to support your career journey. This position is subject to SAFE Act registration requirements; you will register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in termination. Key Programs & Progression
Stage I: obtain SIE, Series 7 and Series 66 (or 63 & 65 in lieu of 66) licenses; complete required study time. Stage II: continue to grow relationships within a client portfolio and advance within Bank of America and Merrill. We’ll help you
Build a successful career at Bank of America through world-class training and onboarding programs. Receive training and one-on-one coaching from Academy managers who are invested in your success. Grow business knowledge by using a defined consultative approach with clients to identify needs and solutions. Earn licenses (SIE, Series 7, Series 66; 63 & 65 accepted in lieu of 66) with required timelines: SIE within 30 days of hire, Series 7 & 66 within 120 days. Build your network by engaging with banking customers, small business owners and higher net worth clients. Provide end-to-end comprehensive advice, client reviews/presentations, and recommendations to help clients achieve goals. Collaborate with core banking and investment partners to meet financial needs. Required Qualifications
Aptitude in obtaining required industry licenses. Self-discipline in managing time and capacity. Experience in cultivating client relationships, assessing needs and recommending solutions. Strong ability to build peer relationships through communication and collaboration. Results-driven mindset with client interests in a fast-paced environment. Ability to execute multiple tasks simultaneously. Willingness to learn and adapt to new technology or applications. Desired Qualifications
Bachelor’s degree and/or minimum 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
Monday-Friday Open availability required plus some Saturdays Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent Location Note
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift
1st shift (United States of America) Hours Per Week
40 Seniority level
Internship Employment type
Full-time Job function
Consulting, Information Technology, and Sales Industries Banking Referrals increase your chances of interviewing at Bank of America by 2x Get notified about new Solutions Advisor jobs in Cupertino, CA.
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Financial Solutions Advisor Stage I – Silicon Valley Area Base pay range: $28.00/hr - $33.00/hr Job Description
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. As a Financial Solutions Advisor Stage I, your journey begins with obtaining your Securities Industry licenses, receiving dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once licensed, you will learn foundational skills to advise clients — from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions. You will begin working in a financial center to deliver Bank of America’s core banking, investment solutions and client care. We will equip you as you move through the stages of development. Upon successful completion as a licensed Financial Solutions Advisor Stage I, you may progress to Financial Solutions Advisor Stage II, where you will continue to grow within a portfolio of clients. The Academy provides programs, tools, and resources to support your career journey. This position is subject to SAFE Act registration requirements; you will register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in termination. Key Programs & Progression
Stage I: obtain SIE, Series 7 and Series 66 (or 63 & 65 in lieu of 66) licenses; complete required study time. Stage II: continue to grow relationships within a client portfolio and advance within Bank of America and Merrill. We’ll help you
Build a successful career at Bank of America through world-class training and onboarding programs. Receive training and one-on-one coaching from Academy managers who are invested in your success. Grow business knowledge by using a defined consultative approach with clients to identify needs and solutions. Earn licenses (SIE, Series 7, Series 66; 63 & 65 accepted in lieu of 66) with required timelines: SIE within 30 days of hire, Series 7 & 66 within 120 days. Build your network by engaging with banking customers, small business owners and higher net worth clients. Provide end-to-end comprehensive advice, client reviews/presentations, and recommendations to help clients achieve goals. Collaborate with core banking and investment partners to meet financial needs. Required Qualifications
Aptitude in obtaining required industry licenses. Self-discipline in managing time and capacity. Experience in cultivating client relationships, assessing needs and recommending solutions. Strong ability to build peer relationships through communication and collaboration. Results-driven mindset with client interests in a fast-paced environment. Ability to execute multiple tasks simultaneously. Willingness to learn and adapt to new technology or applications. Desired Qualifications
Bachelor’s degree and/or minimum 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
Monday-Friday Open availability required plus some Saturdays Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent Location Note
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift
1st shift (United States of America) Hours Per Week
40 Seniority level
Internship Employment type
Full-time Job function
Consulting, Information Technology, and Sales Industries Banking Referrals increase your chances of interviewing at Bank of America by 2x Get notified about new Solutions Advisor jobs in Cupertino, CA.
#J-18808-Ljbffr