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Financial Solutions Advisor Registration Candidate- Eastside Market

$28.85 - $33.65 per hour

Bank of America ATM

Job Description 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. Role Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once you obtain your licences, you will be taught the foundational skills needed 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, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial centre where you will help deliver Bank of America’s core banking, investment solutions, and approach to client care. After demonstrating success as an FSA I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. 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 background check. Failure to obtain or maintain SAFE Act registration may result in your immediate termination. Work Schedule Monday through Friday, some Saturdays required. Schedule example: 8 am–5 pm, 9 am–6 pm. We’ll help you Build a successful career at Bank of America through world‑class training and onboarding 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 systematically identify client needs and appropriate solutions. Earn your SIE, Series 7, and Series 66 licences through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days—a requirement for the role. Build your network. Starting at a financial centre, you'll interact with banking customers, small business owners, and higher net‑worth clients alike. Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications Aptitude in obtaining required industry licences. Must be self‑disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results‑driven mindset while prioritizing clients' interest in a complex, fast‑paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Bilingual Mandarin strongly desired. 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 Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 Pay (Hourly) $28.85 – $33.65 hourly pay, offers to be determined based on experience, education, and skill set. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to 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. #J-18808-Ljbffr Bank of America

Vacancy posted 3 days ago
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