Bank of America
Financial Solutions Advisor Registration Candidate - Corona Financial Center
Bank of America, Corona, California, us, 92878
Overview
Join to apply for the
Financial Solutions Advisor Registration Candidate - Corona Financial Center
role at
Bank of America . This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$28.00/hr - $33.00/hr Job description and progression
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 (FSA I), your journey begins by obtaining your Securities Industry licenses, with dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives. After reaching key milestones, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions and client-care approach. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. After demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, continuing to practice skills by growing and deepening relationships within a portfolio of clients. The Academy will support you with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration 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 your immediate termination. What we offer and training
Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success. Receive training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge using a defined consultative approach with clients to identify needs and appropriate solutions. Earn your 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 hire and your Series 7 & 66 within 120 days. Build your network by interacting with banking customers, small business owners and higher net worth clients; leverage relationships to grow. 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 meet clients’ 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. Ability to build strong peer relationships through effective communication and collaboration. Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment. Ability to execute multiple tasks simultaneously. Learns and adapts 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 Minimum Education
High School Diploma / GED / Secondary School or equivalent Schedule and hours
Schedule: Monday – Fridays and rotating Saturdays Hours per week: 40
#J-18808-Ljbffr
Join to apply for the
Financial Solutions Advisor Registration Candidate - Corona Financial Center
role at
Bank of America . This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$28.00/hr - $33.00/hr Job description and progression
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 (FSA I), your journey begins by obtaining your Securities Industry licenses, with dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives. After reaching key milestones, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions and client-care approach. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. After demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, continuing to practice skills by growing and deepening relationships within a portfolio of clients. The Academy will support you with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration 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 your immediate termination. What we offer and training
Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success. Receive training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge using a defined consultative approach with clients to identify needs and appropriate solutions. Earn your 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 hire and your Series 7 & 66 within 120 days. Build your network by interacting with banking customers, small business owners and higher net worth clients; leverage relationships to grow. 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 meet clients’ 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. Ability to build strong peer relationships through effective communication and collaboration. Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment. Ability to execute multiple tasks simultaneously. Learns and adapts 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 Minimum Education
High School Diploma / GED / Secondary School or equivalent Schedule and hours
Schedule: Monday – Fridays and rotating Saturdays Hours per week: 40
#J-18808-Ljbffr