National Black MBA Association
Financial Solutions Advisor Registration Candidate- Sun Valley Financial Center-
National Black MBA Association, Los Angeles, California, United States, 90079
Overview
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, including our commitment to 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. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Join us to build a successful career with opportunities to learn, grow, and make an impact.
Responsibilities
As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses, where you receive dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. You will be taught the foundational skills needed to be an advisor—acquiring, building and managing client relationships, 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. You will begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and client care, with development support as you progress through stages. After achieving success as a licensed Financial Solutions Advisor Stage I, you may typically progress to Financial Solutions Advisor Stage II, where you will continue to practice the skills learned by growing and deepening relationships within a portfolio of clients. The Academy will provide dedicated programs, tools, and resources throughout your career journey.
This position supports career progression across multiple roles within Bank of America and Merrill, with ongoing development through Bank of America’s Academy.
Required Qualifications
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, assessing needs, and recommending solutions. Proven ability to build strong peer relationships through effective communication and collaboration. Results-driven mindset with the ability to prioritize the client’s interests in a complex, fast-paced environment. Ability to manage 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 Bilingual in Spanish
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.
Schedule
Monday–Friday open availability required, plus some Saturdays.
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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, including our commitment to 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. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Join us to build a successful career with opportunities to learn, grow, and make an impact.
Responsibilities
As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses, where you receive dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. You will be taught the foundational skills needed to be an advisor—acquiring, building and managing client relationships, 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. You will begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and client care, with development support as you progress through stages. After achieving success as a licensed Financial Solutions Advisor Stage I, you may typically progress to Financial Solutions Advisor Stage II, where you will continue to practice the skills learned by growing and deepening relationships within a portfolio of clients. The Academy will provide dedicated programs, tools, and resources throughout your career journey.
This position supports career progression across multiple roles within Bank of America and Merrill, with ongoing development through Bank of America’s Academy.
Required Qualifications
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, assessing needs, and recommending solutions. Proven ability to build strong peer relationships through effective communication and collaboration. Results-driven mindset with the ability to prioritize the client’s interests in a complex, fast-paced environment. Ability to manage 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 Bilingual in Spanish
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.
Schedule
Monday–Friday open availability required, plus some Saturdays.
#J-18808-Ljbffr