Financial Solutions Advisor Registration Candidate- San Francisco Market
$28.85 - $33.65 per hourBank of America Financial Center
Job Description: 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. As a Financial Solutions Advisor Stage I (FSA I), your journey begins 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 licenses, 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 center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage 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. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. 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. How We'll Help You 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 systematically identify client 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 dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days – a requirement for the role. Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end‑to‑end comprehensive advice, deliver client reviews/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 licenses. 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 client's interest in a complex, fast‑paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience. Skills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Schedule Monday – Fridays and rotating Saturdays. Position Availability This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone‑based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency Details US - CA - San Francisco - 1640 Van Ness Ave - VAN NESS FINANCIAL CENTER (CA5127) Pay and Benefits Information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits 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. Benefits This role is currently benefits eligible. Privacy Statement: About Company Culture At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: #J-18808-Ljbffr Bank of America
- ...by a purpose to help make financial lives better, we drive Responsible... .... As a Financial Solutions Advisor Stage I (FSA I) , you will... ...position is subject to SAFE Act registration requirements. All... ...Sales - Banking. Location San Francisco, CA. #J-18808-Ljbffr Bank...SuggestedFull timeInternshipWork at officeImmediate startRelocationMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...us! As a Financial Solutions Advisor Stage I (FSA I),... ...subject to SAFE Act registration requirements. Pursuant... ...(CA5157), US - CA - San Francisco - 1007 Taraval St -... ...open for the entire market and the specific Financial...SuggestedHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$250k
...leverage technology/ marketing tools available to... ...present product offers/financial solutions Understand and... ...technologies NMLS registration; Safe Act compliant... ...time Primary Location San Francisco California United States... ...and align the candidate's skills and abilities...SuggestedFull timeMonday to Friday$306k - $390k
...enterprise software is sold and the Solutions Consultant is the... ...proposalsPrior experience selling to mid-market and enterprise accounts in... ...and complexity, and the candidate’s experience and expertise,... ...below. For roles based in San Francisco or New York City, the...SuggestedLive inLocal area$25 - $26.77 per hour
...common purpose to help make financial lives better through the power... ...is open for the entire market and the specific Financial Center... ...and connecting clients to solutions that meet the financial goals... ...details US - CA - San Francisco - 1640 Van Ness Ave - VAN NESS...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...position is subject to SAFE Act registration requirements. Pursuant to... ...position is open for the entire market and the specific Financial...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
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...Hybridlocations: San Francisco California United... ...new, innovative solutions. Required to think... ...have significant financial implications.* Serve as a trusted advisor to clients who frequently... ...current global market conditions.*... ..., and qualified candidates will receive consideration...Full time$250k
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$24.92 - $30.46 per hour
...to make better and smarter financial decisions and enabling the... ...services, and recommending solutions based on each customer’s unique... ...Licensing System (NMLS) registration under the terms of the S.A.... ...Chance Act as well as the San Francisco Fair Chance Ordinance. U.S....Temporary workLocal area$37.56 - $45.9 per hour
...to make better and smarter financial decisions and enabling the... ...Provides comprehensive financial solutions to small businesses with... ...Chance Act as well as the San Francisco Fair Chance Ordinance. U.S.... ...of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA...Temporary workWork experience placementLocal area$75k - $125k
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Financial Advisor - San Francisco Federal Credit Union An investment program partnership between San Francisco Federal Credit Union and LPL Financial... ...will be the trusted face of investment and insurance solutions within our branches, helping members make confident, values...$95k - $110k
...value investment team in San Francisco. This is an excellent... ...trends and credit market developments,... ...Develop and maintain financial models to forecast interest... ...local laws. If you are a candidate with a disability, or... ...designing investment solutions to meet its clients'...Local area$122.4k - $228k
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...Analyst/Underwriter – Up to $100K – San Francisco, CA – Job # 1879 Who We Are... ...accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank... ...will be responsible for analyzing the financial conditions of individuals and businesses...$190k - $211k
...Banking Relationship Manager - San Francisco, CA Associates at California... ...premier California-focused financial services company dedicated... ...in Small Business & Middle Market Excellence Awards. We are looking... ...be open until filled. All candidates, including those with...Work experience placementWork at officeLocal areaFlexible hours- ...education and advice tailored to suit their financial needs. As a Private Client Banker in... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... ...(SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life...Immediate startAfternoon shift
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...for ways to improve financial services. We’re passionate... ...in our office in San Francisco and will follow a hybrid... ...s Loan Officers with market knowledge/expertise,... ...geographic location, candidate experience, and... ...agriculture, and impact solutions across the risk-return...Full timePart timeLocal areaRemote work$100k - $170k
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...Inc. (Oppenheimer) is a leading middle-market investment bank and full-service... ...in a broad range of activities in the financial services industry, including retail securities... ...(2nd / 3rd year) to join our team in San Francisco. The candidate will be working closely with senior...Immediate startMonday to Friday
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