Bank of America
Financial Solutions Advisor Registration Candidate - Oakland Industrial Financia
Bank of America, Oakland, California, United States, 94616
Overview
Financial Solutions Advisor Registration Candidate - Oakland Industrial Financial Center 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 and 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 (FSA I), your journey begins by obtaining your Securities Industry licenses, with dedicated and personalized classes for SIE, Series 7 and Series 66 Exams. Once licensed, you will learn foundational skills 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, while humanizing financial interactions. After achieving key milestones, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. The Academy will support you with programs, tools, and resources throughout your career journey. Upon demonstrated success as a licensed Financial Solutions Advisor Stage I, you may progress to Financial Solutions Advisor Stage II, where you will continue to grow relationships within a client portfolio. The Academy supports advancement through dedicated programs and resources. 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. Because the role requires SAFE Act registration, you will be required to register and submit to the SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in termination. Responsibilities
Build a successful career at Bank of America through world-class training and on-boarding programs. Receive training and one-on-one coaching from Academy managers. Grow business knowledge by using a defined consultative approach with clients to identify needs and provide solutions. Earn and obtain required licenses (SIE, Series 7, Series 66; 63 & 65 accepted in lieu of 66) within specified timelines. Build and leverage a professional network by engaging with diverse client groups. Provide end-to-end comprehensive advice, client reviews/presentations, and recommendations to help clients meet financial goals. Collaborate with core banking and investment partners to connect clients with solutions. 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 with a client-first approach in a complex, fast-paced environment. Ability to manage multiple tasks simultaneously. Willingness to learn and adapt to new technology or applications. Desired Qualifications
Bachelor’s degree and/or at least 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 Education and Schedule
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday – Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40 Employment details
Seniority level: Internship Employment type: Full-time Job function: Consulting, Information Technology, and Sales Industries: Banking
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Financial Solutions Advisor Registration Candidate - Oakland Industrial Financial Center 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 and 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 (FSA I), your journey begins by obtaining your Securities Industry licenses, with dedicated and personalized classes for SIE, Series 7 and Series 66 Exams. Once licensed, you will learn foundational skills 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, while humanizing financial interactions. After achieving key milestones, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. The Academy will support you with programs, tools, and resources throughout your career journey. Upon demonstrated success as a licensed Financial Solutions Advisor Stage I, you may progress to Financial Solutions Advisor Stage II, where you will continue to grow relationships within a client portfolio. The Academy supports advancement through dedicated programs and resources. 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. Because the role requires SAFE Act registration, you will be required to register and submit to the SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in termination. Responsibilities
Build a successful career at Bank of America through world-class training and on-boarding programs. Receive training and one-on-one coaching from Academy managers. Grow business knowledge by using a defined consultative approach with clients to identify needs and provide solutions. Earn and obtain required licenses (SIE, Series 7, Series 66; 63 & 65 accepted in lieu of 66) within specified timelines. Build and leverage a professional network by engaging with diverse client groups. Provide end-to-end comprehensive advice, client reviews/presentations, and recommendations to help clients meet financial goals. Collaborate with core banking and investment partners to connect clients with solutions. 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 with a client-first approach in a complex, fast-paced environment. Ability to manage multiple tasks simultaneously. Willingness to learn and adapt to new technology or applications. Desired Qualifications
Bachelor’s degree and/or at least 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 Education and Schedule
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday – Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40 Employment details
Seniority level: Internship Employment type: Full-time Job function: Consulting, Information Technology, and Sales Industries: Banking
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