Bank of America
Financial Solutions Advisor Registration Candidate- Hayward and Milpitas Area
Bank of America, Newark, New Jersey, us, 07175
Overview
Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** 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; 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Role
Financial Solutions Advisor Stage I (FSA I)
– your journey begins with obtaining Securities Industry licenses, including dedicated classes for Securities Industry Essentials (SIE), Series 7 and Series 66 exams. You will learn foundational skills to build and manage client relationships, analyze a client’s financial picture, and provide guidance and solutions that help clients live their best financial lives, while humanizing financial interactions. After reaching key milestones, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. We will equip you with what you need as you progress through the stages of development. Upon demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically advance to Financial Solutions Advisor Stage II, where you will continue to grow relationships within a client portfolio. The Academy supports you with programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to SAFE Act 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 required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in termination. What we’ll help you with
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get 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 appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and study time. You must obtain your SIE within 30 days of hire and your Series 7 & 66 within 120 days. Build your network. From a financial center, you’ll interact with banking customers, small business owners, and higher net worth clients, leveraging our relationships to help grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients reach their financial goals. Collaborate with core banking and investment partners. Connect clients to Bank of America and Merrill solutions to meet financial needs. 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 develop strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing the client’s interests in a complex, fast-paced environment. Ability to execute 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 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 + some Saturdays Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Location and Requisition Notes
*****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 Pay and Benefits
Pay Transparency details Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. This role is compensated with a base salary and is not incentive eligible. Benefits: This role is currently benefits eligible. We provide industry-leading benefits, paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** 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; 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Role
Financial Solutions Advisor Stage I (FSA I)
– your journey begins with obtaining Securities Industry licenses, including dedicated classes for Securities Industry Essentials (SIE), Series 7 and Series 66 exams. You will learn foundational skills to build and manage client relationships, analyze a client’s financial picture, and provide guidance and solutions that help clients live their best financial lives, while humanizing financial interactions. After reaching key milestones, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and client care. We will equip you with what you need as you progress through the stages of development. Upon demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically advance to Financial Solutions Advisor Stage II, where you will continue to grow relationships within a client portfolio. The Academy supports you with programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to SAFE Act 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 required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in termination. What we’ll help you with
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get 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 appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and study time. You must obtain your SIE within 30 days of hire and your Series 7 & 66 within 120 days. Build your network. From a financial center, you’ll interact with banking customers, small business owners, and higher net worth clients, leveraging our relationships to help grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients reach their financial goals. Collaborate with core banking and investment partners. Connect clients to Bank of America and Merrill solutions to meet financial needs. 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 develop strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing the client’s interests in a complex, fast-paced environment. Ability to execute 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 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 + some Saturdays Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Location and Requisition Notes
*****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 Pay and Benefits
Pay Transparency details Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. This role is compensated with a base salary and is not incentive eligible. Benefits: This role is currently benefits eligible. We provide industry-leading benefits, paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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