Bank of America
Financial Solutions Advisor Registration Candidate- LA Metro Market
Bank of America, Inglewood, California, United States, 90397
Overview
Join to apply for the
Financial Solutions Advisor Registration Candidate- LA Metro Market
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
This requisition contains multiple locations but there is not an immediate opening for every location listed. This position is subject to SAFE Act registration requirements. The SAFE Act background check and registration process apply, and failure to obtain or maintain SAFE Act registration may result in termination. 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. We are committed to being an inclusive workplace that supports our teammates’ physical, emotional, and financial wellness, recognizes performance, and makes an impact in the communities we serve. Bank of America is committed to 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, with dedicated classes for SIE, Series 7 and Series 66 exams. You will learn foundational skills to build and manage client relationships, assess a client’s financial picture, and provide guidance and solutions. After achieving milestones, you will work in a financial center delivering core banking, investment solutions, and client care. The Academy provides programs, tools, and resources throughout your career journey. Progression: once you are licensed as a Financial Solutions Advisor Stage I, you may advance to Financial Solutions Advisor Stage II, continuing to grow client relationships. The Academy supports ongoing development across roles within Bank of America and Merrill. We’ll help you: Build a successful career at Bank of America through world-class training and onboarding programs. Receive training and one-on-one coaching from Academy managers. Grow your knowledge by using a defined consultative approach to identify client needs and provide appropriate solutions. Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) with structured lessons and study time. Obtain SIE within 30 days of hire and Series 7 & 66 within 120 days. Build your network by engaging with banking customers, small business owners, and high-net-worth clients. Provide end-to-end comprehensive advice, client reviews/presentations, and recommended strategies to help clients achieve goals. Collaborate with core banking and investment partners to meet client needs. Required Qualifications: Aptitude in obtaining required industry licenses. Self-discipline in managing time and capacity. Experience in cultivating client relationships and identifying needs. Strong collaboration and communication with peers. Results-driven mindset with client interests in a fast-paced environment. Ability to manage multiple tasks simultaneously. Ability 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 Schedule: Monday-Friday open availability required, with some Saturdays. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent. Location note: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift: 1st shift (United States of America) Hours Per Week: 40 Seniority level
Internship Employment type
Full-time Job function
Consulting, Information Technology, and Sales Industries Banking
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Join to apply for the
Financial Solutions Advisor Registration Candidate- LA Metro Market
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
This requisition contains multiple locations but there is not an immediate opening for every location listed. This position is subject to SAFE Act registration requirements. The SAFE Act background check and registration process apply, and failure to obtain or maintain SAFE Act registration may result in termination. 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. We are committed to being an inclusive workplace that supports our teammates’ physical, emotional, and financial wellness, recognizes performance, and makes an impact in the communities we serve. Bank of America is committed to 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, with dedicated classes for SIE, Series 7 and Series 66 exams. You will learn foundational skills to build and manage client relationships, assess a client’s financial picture, and provide guidance and solutions. After achieving milestones, you will work in a financial center delivering core banking, investment solutions, and client care. The Academy provides programs, tools, and resources throughout your career journey. Progression: once you are licensed as a Financial Solutions Advisor Stage I, you may advance to Financial Solutions Advisor Stage II, continuing to grow client relationships. The Academy supports ongoing development across roles within Bank of America and Merrill. We’ll help you: Build a successful career at Bank of America through world-class training and onboarding programs. Receive training and one-on-one coaching from Academy managers. Grow your knowledge by using a defined consultative approach to identify client needs and provide appropriate solutions. Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) with structured lessons and study time. Obtain SIE within 30 days of hire and Series 7 & 66 within 120 days. Build your network by engaging with banking customers, small business owners, and high-net-worth clients. Provide end-to-end comprehensive advice, client reviews/presentations, and recommended strategies to help clients achieve goals. Collaborate with core banking and investment partners to meet client needs. Required Qualifications: Aptitude in obtaining required industry licenses. Self-discipline in managing time and capacity. Experience in cultivating client relationships and identifying needs. Strong collaboration and communication with peers. Results-driven mindset with client interests in a fast-paced environment. Ability to manage multiple tasks simultaneously. Ability 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 Schedule: Monday-Friday open availability required, with some Saturdays. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent. Location note: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift: 1st shift (United States of America) Hours Per Week: 40 Seniority level
Internship Employment type
Full-time Job function
Consulting, Information Technology, and Sales Industries Banking
#J-18808-Ljbffr