Financial Solutions Advisor Registration Candidate- Peninsula Market

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. Responsibilities As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your Securities Industry licenses, receiving 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 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. After reaching key milestones, you will begin working in a financial center, helping to deliver Bank of America’s core banking, investment solutions and approach to client care. You will receive the support needed as you move through the stages of development. After demonstrating success as a licensed 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. Successful FSA I’s have the opportunity to advance into many roles within Bank of America and Merrill, supported by the Academy’s programs, tools and resources throughout your career journey. Compliance This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination. 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 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 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 and your Series 7 & 66 within 120 days – a requirement for the role. Build your network by interacting with banking customers, small business owners and higher net worth clients at a financial center. 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, connecting clients to solutions provided through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications Aptitude in obtaining required industry licenses. Self‑disciplined time and capacity management. Experience cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Results‑driven mindset while prioritizing client interest in a complex, fast‑paced environment. Ability to execute multiple tasks simultaneously. Willingness to learn and adapt 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. Shift 1st shift (United States of America) Hours Per Week 40 Compensation and Benefits Pay range: $28.85 – $33.65 hourly, based on experience, education and skill set. The role is compensated with a base salary and is not incentive eligible. Benefits include industry‑leading benefits, paid time off, resources and support to employees. #J-18808-Ljbffr Bank of America