Bank of America
Financial Solutions Advisor Registration candidate - Sacramento Region
Bank of America, Sacramento, California, United States, 95828
Overview
To proceed with your application, you must be at least 18 years of age. This is a sourcing requisition which contains multiple locations but there is not an immediate opening for every location listed. Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We aim to drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. We are committed to an in-office culture with specific requirements for office-based attendance and flexibility based on role-specific considerations. This position supports career learning, growth, and impact within Bank of America and Merrill. This role 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 to submit to the SAFE Act background check and registration process. Failure to obtain or maintain SAFE Act registration may result in termination. As a Financial Solutions Advisor Stage I (FSA I), you begin by obtaining Securities Industry licenses with dedicated training for SIE, Series 7 and Series 66 Exams. You will learn foundational skills to advise clients, acquire and manage client relationships, and guide clients with advice and solutions to help them achieve their financial goals. After milestones are met, you may work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. You will move through development stages with support from the Academy. Typical progression is to Financial Solutions Advisor Stage II, where you deepen client relationships and may advance to additional roles within Bank of America and Merrill. The Academy provides programs, tools, and resources throughout your career journey. This role includes licensing timelines and training expectations: obtain SIE within 30 days of hire and Series 7 & 66 within 120 days (Series 63/65 accepted in lieu of 66). Required Qualifications: Aptitude in obtaining required industry licenses Self-discipline in managing time and capacity Experience in cultivating client relationships and identifying needs Ability to build strong peer relationships through communication and collaboration Results-driven mindset while prioritizing client interests in a fast-paced environment Learns and adapts to new technology or applications Desired Qualifications: Bachelor’s degree and/or at least one year of financial services industry or sales experience Skills: Customer and Client Focus Client Solutions Advisory Attention to Detail Policies, Procedures, and Guidelines Written Communications Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Schedule:
Monday – Friday and rotating Saturdays Licensing and Training Timeline:
Must obtain SIE within 30 days of hire; Series 7 & 66 within 120 days (Series 63/65 accepted in lieu of 66) Responsibilities
Advise clients on investment goals and match with appropriate portfolios and specialists Interact with clients across diverse backgrounds to develop financial plans and investment strategies Deliver end-to-end comprehensive advice, client reviews, and presentations; recommend strategies to help clients achieve financial goals Collaborate with core banking and investment partners to meet client needs EEO and Legal notices
Bank of America and its affiliates are an equal employment opportunity employer. We hire without regard to race, religion, color, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other status protected by law.
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To proceed with your application, you must be at least 18 years of age. This is a sourcing requisition which contains multiple locations but there is not an immediate opening for every location listed. Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We aim to drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. We are committed to an in-office culture with specific requirements for office-based attendance and flexibility based on role-specific considerations. This position supports career learning, growth, and impact within Bank of America and Merrill. This role 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 to submit to the SAFE Act background check and registration process. Failure to obtain or maintain SAFE Act registration may result in termination. As a Financial Solutions Advisor Stage I (FSA I), you begin by obtaining Securities Industry licenses with dedicated training for SIE, Series 7 and Series 66 Exams. You will learn foundational skills to advise clients, acquire and manage client relationships, and guide clients with advice and solutions to help them achieve their financial goals. After milestones are met, you may work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. You will move through development stages with support from the Academy. Typical progression is to Financial Solutions Advisor Stage II, where you deepen client relationships and may advance to additional roles within Bank of America and Merrill. The Academy provides programs, tools, and resources throughout your career journey. This role includes licensing timelines and training expectations: obtain SIE within 30 days of hire and Series 7 & 66 within 120 days (Series 63/65 accepted in lieu of 66). Required Qualifications: Aptitude in obtaining required industry licenses Self-discipline in managing time and capacity Experience in cultivating client relationships and identifying needs Ability to build strong peer relationships through communication and collaboration Results-driven mindset while prioritizing client interests in a fast-paced environment Learns and adapts to new technology or applications Desired Qualifications: Bachelor’s degree and/or at least one year of financial services industry or sales experience Skills: Customer and Client Focus Client Solutions Advisory Attention to Detail Policies, Procedures, and Guidelines Written Communications Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Schedule:
Monday – Friday and rotating Saturdays Licensing and Training Timeline:
Must obtain SIE within 30 days of hire; Series 7 & 66 within 120 days (Series 63/65 accepted in lieu of 66) Responsibilities
Advise clients on investment goals and match with appropriate portfolios and specialists Interact with clients across diverse backgrounds to develop financial plans and investment strategies Deliver end-to-end comprehensive advice, client reviews, and presentations; recommend strategies to help clients achieve financial goals Collaborate with core banking and investment partners to meet client needs EEO and Legal notices
Bank of America and its affiliates are an equal employment opportunity employer. We hire without regard to race, religion, color, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other status protected by law.
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