Financial Solutions Advisor Registration Candidate- South Bay Market

Overview Financial Solutions Advisor Registration Candidate - South Bay Market. This requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. This position requires SAFE Act registration for residential loan mortgage origination and may include terms around in-office attendance and role-specific flexibility. Base pay range: $28.00/hr - $33.00/hr. 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. Responsibilities Obtain required securities licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time; obtain SIE within 30 days of hire and Series 7 & 66 within 120 days (63 & 65 accepted in lieu of 66). Deliver end-to-end client advisory services, including identifying client needs, presenting solutions, and guiding clients to achieve financial goals while maintaining a humanized approach. Build and manage client relationships, collaborating with core banking and investment partners to connect clients to Bank of America and Merrill solutions. Progress from Financial Solutions Advisor Stage I to Stage II by demonstrating success and developing a portfolio of clients; participate in Academy programs and resources. Maintain compliance with SAFE Act registration requirements; complete the background check and registration process; failure to obtain/maintain registration may result in termination. 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. Strong ability to build peer relationships through effective communication and collaboration. Results-driven mindset with prioritization of client interests in a complex, fast-paced environment. Ability to execute multiple tasks simultaneously and adapt 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 Compensation 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 Seniority level Internship Employment type Full-time Job function Consulting, Information Technology, and Sales Industries: Banking We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr