Bank of America
Financial Solutions Advisor Stage I - Registration candidate - Sacramento Region
Bank of America, Sacramento, California, United States, 95828
Overview
Bank of America is committed to helping make financial lives better through the power of every connection. We drive Responsible Growth and support clients, teammates, communities, and shareholders every day. We are focused on building an inclusive workplace and providing opportunities to learn, grow, and make an impact. This position supports an in-office culture with role-specific attendance requirements and flexibility where appropriate. As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses, receiving dedicated classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. You will learn foundational skills for advising clients, including acquiring, building, and managing client relationships and guiding clients to solutions that fit their financial needs and life goals, while delivering humanized financial interactions. Upon achieving key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. The Academy will provide ongoing support through programs, tools, and resources throughout your career journey. Progression from Financial Solutions Advisor Stage I to Stage II involves applying the skills learned to grow and deepen client relationships within a portfolio. After success as a Stage II advisor, there are opportunities to advance in many roles within Bank of America and Merrill. The Academy supports you with structured programs and resources along the way. 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 complete the SAFE Act background check; failure to obtain or maintain SAFE Act registration may result in termination. We’ll help you Build a successful career at Bank of America through world-class training and on-boarding 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 by using a defined consultative approach with clients to identify needs and provide solutions. Earn Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (63 and 65 accepted in lieu of 66) with structured study time. Obtain SIE within 30 days of hire and Series 7 & 66 within 120 days. Build your network by interacting with banking customers, small business owners, and higher-net-worth clients at a financial center. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve financial goals and life priorities. Collaborate with core banking and investment partners to connect clients to solutions across Bank of America and Merrill. Responsibilities Aptitude in obtaining required industry licenses. Manage time and capacity effectively with self-discipline. Cultivate client relationships, assess needs, and recommend solutions. Build strong peer relationships through effective communication and collaboration. Maintain a results-driven mindset while prioritizing clients’ interests in a fast-paced environment. Execute multiple tasks simultaneously. Learns and adapts to new technology or applications. Qualifications Required Qualifications:
Aptitude in obtaining required industry licenses; self-discipline in time management; experience in cultivating client relationships and recommending solutions; ability to build strong peer relationships; results-driven mindset; ability to manage multiple tasks; adaptability to new technology. 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 : Monday – Friday with rotating Saturdays Location note : This is a sourcing requisition which contains multiple locations; there is not an immediate opening for every location listed. Shift : 1st shift (United States of America) Hours Per Week : 40 Pay Transparency details US - CA - Sacramento - 2861 DEL PASO RD - NORTH NATOMAS BC (CA3203), US - CA - Sacramento - 5744 Stockton Blvd - FRUITRIDGE MANOR BC (CA3135), US - CA - Woodland - 50 W Main St - WOODLAND BC (CA2108) Pay and benefits information: Pay range $28.85 - $33.65 hourly, offers to be determined based on experience, education and skill set. This role is comprised of base salary; benefits eligible; not incentive eligible. We provide benefits and time off to support employees and communities.
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Bank of America is committed to helping make financial lives better through the power of every connection. We drive Responsible Growth and support clients, teammates, communities, and shareholders every day. We are focused on building an inclusive workplace and providing opportunities to learn, grow, and make an impact. This position supports an in-office culture with role-specific attendance requirements and flexibility where appropriate. As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses, receiving dedicated classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. You will learn foundational skills for advising clients, including acquiring, building, and managing client relationships and guiding clients to solutions that fit their financial needs and life goals, while delivering humanized financial interactions. Upon achieving key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. The Academy will provide ongoing support through programs, tools, and resources throughout your career journey. Progression from Financial Solutions Advisor Stage I to Stage II involves applying the skills learned to grow and deepen client relationships within a portfolio. After success as a Stage II advisor, there are opportunities to advance in many roles within Bank of America and Merrill. The Academy supports you with structured programs and resources along the way. 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 complete the SAFE Act background check; failure to obtain or maintain SAFE Act registration may result in termination. We’ll help you Build a successful career at Bank of America through world-class training and on-boarding 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 by using a defined consultative approach with clients to identify needs and provide solutions. Earn Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (63 and 65 accepted in lieu of 66) with structured study time. Obtain SIE within 30 days of hire and Series 7 & 66 within 120 days. Build your network by interacting with banking customers, small business owners, and higher-net-worth clients at a financial center. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve financial goals and life priorities. Collaborate with core banking and investment partners to connect clients to solutions across Bank of America and Merrill. Responsibilities Aptitude in obtaining required industry licenses. Manage time and capacity effectively with self-discipline. Cultivate client relationships, assess needs, and recommend solutions. Build strong peer relationships through effective communication and collaboration. Maintain a results-driven mindset while prioritizing clients’ interests in a fast-paced environment. Execute multiple tasks simultaneously. Learns and adapts to new technology or applications. Qualifications Required Qualifications:
Aptitude in obtaining required industry licenses; self-discipline in time management; experience in cultivating client relationships and recommending solutions; ability to build strong peer relationships; results-driven mindset; ability to manage multiple tasks; adaptability to new technology. 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 : Monday – Friday with rotating Saturdays Location note : This is a sourcing requisition which contains multiple locations; there is not an immediate opening for every location listed. Shift : 1st shift (United States of America) Hours Per Week : 40 Pay Transparency details US - CA - Sacramento - 2861 DEL PASO RD - NORTH NATOMAS BC (CA3203), US - CA - Sacramento - 5744 Stockton Blvd - FRUITRIDGE MANOR BC (CA3135), US - CA - Woodland - 50 W Main St - WOODLAND BC (CA2108) Pay and benefits information: Pay range $28.85 - $33.65 hourly, offers to be determined based on experience, education and skill set. This role is comprised of base salary; benefits eligible; not incentive eligible. We provide benefits and time off to support employees and communities.
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