Financial Solutions Advisor Registration Candidate - Eastland Financial Center
Bank of America ATM
Job Summary As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses. You will receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams, and then be taught the foundational skills needed to become an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions. Key Responsibilities Build a successful career at Bank of America through world‑class training and on‑boarding programs that set you up for success. Receive training and one‑on‑one coaching from Academy managers dedicated to 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 within 30 days of hiring and your Series7 and Series66 within 120 days – a requirement for the role. Build your network by starting at a financial center and interacting with banking customers, small business owners, and higher net‑worth clients. 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 the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Acquire, build, and manage client relationships; consider clients’ complex financial picture; guide them with advice and solutions while humanizing financial interactions. Execute multiple tasks simultaneously in a complex, fast‑paced environment, learning and adapting to new technology or applications. Required Qualifications Aptitude in obtaining required industry licenses. Self‑disciplined in managing time and capacity. Experience cultivating client relationships, accessing needs, and recommending solutions. Success in creating strong peer relationships through effective communication and collaboration. Results‑driven mindset while prioritizing client interests in a complex, fast‑paced environment. Ability to execute multiple tasks simultaneously. Willingness to learn and adapt to new technology or applications. Must register for the SAFE Act and successfully complete the required background check; failure to obtain or maintain registration may result in immediate termination. Must obtain SIE within 30 days of hire and Series7 & 66 within 120 days. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) and a Bachelor’s degree, and/or has 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 and Compensation Shift: 1st shift (United States of America) Hours per week: 40. Pay range $28.85 – $33.65 hourly, based on experience, education, and skill set. The role is base‑salary only and is not incentive eligible. Benefits The role is benefits‑eligible, offering industry‑leading benefits, paid time off, and access to resources and support for employees to make a genuine impact. #J-18808-Ljbffr Bank of America
- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...working in a financial center where you will help to deliver... ...position is subject to SAFE Act registration requirements. Pursuant to...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I The following laws or regulations restrict or prohibit the hiring... ...will begin working in a financial center where you will help to deliver Bank of... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...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... ...through referrals or financial center clientele Provides coaching...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) - support clients with financial solutions, build relationships, and progress through... ...ongoing coaching from Academy managers. Maintain SAFE Act registration and comply with required background checks. Begin in a...SuggestedHourly payWork at officeMonday to FridayShift workDay shift$70k - $80k
...federal regulations, candidates for this role must be... ...subject to SAFE Act registration requirements. All employees... ...short and long‑term financial goals by building... ...referrals or financial center clientele. Provide... ...information and seeks right solutions for clients....SuggestedTemporary workWork at officeLocal areaMonday to Friday$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...position is subject to SAFE Act registration requirements. Pursuant to the SAFE... ...and the specific Financial Center location will be based on business...Temporary workMonday to FridayShift 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... ...through referrals or financial center clientele Provides...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...People are at the center of our partnership... ...and financial solutions to your clients?... .../Requirements Candidates should have at least... ...Financial services registration, licensing, or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$70k - $80k
...involves providing comprehensive financial advice and customized solutions to clients, helping them achieve their... ...requires adherence to SAFE Act registration and background‑check requirements.... ...clients through referrals or financial center clientele. Provide coaching and...Temporary workMonday to FridayShift workDay shift$70k - $80k
...This position provides comprehensive financial advice and customized solutions to clients, helping them achieve... .... The role is subject to SAFE Act registration requirements; employees engaged in... ...through referrals or financial center clientele. Provides coaching and...Temporary workMonday to FridayShift workDay shift$70k - $80k
Bank of America is seeking a Financial Advisor in West Covina, California to provide tailored financial advice and solutions to clients. Responsibilities include developing financial... ...and making product recommendations. The candidate must hold relevant licenses and have...- Bank of America is seeking a Financial Advisor located in Baldwin Park, California. This role... ...focus on delivering customized financial solutions to clients, including brokerage... ...investment strategies. The successful candidate will require relevant licenses, experience...Monday to Friday
- Bank of America is seeking a Financial Advisor in Walnut, California, to provide clients with... ...comprehensive advice and tailored financial solutions. The role involves understanding... ...banking and investment products. Qualified candidates will possess Series 7 & 66 licenses...
$70 per hour
...Financial Advisor The following laws or regulations restrict or prohibit... ...advice and customized solutions to clients to help them achieve... ...is subject to SAFE Act registration requirements. Pursuant to the... ...through referrals or financial center clientele Provides...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$45k - $100k
...of applicants. Join a financial services firm where your... ...and 20,000 financial advisors across the U.S. and... ...belonging. People are at the center of our partnership.... .... Qualifications Candidates should have at least one... ...experience. Financial services registration, licensing, or...TraineeshipWork at officeWork from homeHome officeFlexible hours$70k - $80k
Bank of America is seeking a Financial Advisor in Montebello, California, to offer tailored financial solutions and advice to clients. Responsibilities include developing... ...recommending investment strategies. The ideal candidate should have relevant licenses and experience...$28.85 - $33.65 per hour
Bank of America is hiring a Financial Solutions Advisor Stage I in West Covina, California, to guide clients with personalized financial advice. As a new advisor, you will undergo comprehensive training to secure necessary industry licenses, including SIE, Series 7, and...Hourly pay$70k - $80k
Bank of America is seeking a Financial Advisor in San Gabriel, California, to provide tailored... ...financial advice to clients. The successful candidate will help clients achieve their... ...comprehensive financial planning and brokerage solutions. Candidates should hold Series 7 & 66...$70k - $80k
Bank of America is seeking a full-time Financial Advisor in El Monte, California. The role involves providing... ...financial advice and tailored solutions to clients, focusing on their financial goals and needs. Candidates must hold Series 7 & 66 licenses and possess...Full timeMonday to Friday- Bank of America is seeking a Financial Solutions Advisor Stage I in El Monte, California. This role focuses on obtaining necessary financial licenses and building client relationships. Candidates will engage in structured training to deliver comprehensive financial advice...
- Bank of America is hiring for a financial advisor role in Monterey Park, California. This position... ...tailored financial advice and solutions to help clients achieve their financial... ...to regulatory requirements. The ideal candidate will possess a Series 7 and 66 license...
- ...of America in Alhambra is seeking a Financial Solutions Advisor to provide tailored financial advice... ...appropriate investment products. The ideal candidate will have strong experience in the... ...position is subject to SAFE Act registration requirements. #J-18808-Ljbffr Bank...
$70k - $80k
Bank of America is seeking a Financial Advisor in Arcadia, California, responsible for providing tailored financial advice and solutions to clients. The role includes triaging client leads... ...align with their goals. A successful candidate will hold necessary licenses, possess...$70k - $80k
Bank of America is looking for a Financial Advisor in La Verne, California. You will provide comprehensive advice and solutions to help clients achieve their financial goals by... ...making investment recommendations. Successful candidates will have their Series 7 & 66 licenses...- Bank of America is seeking a Financial Advisor to provide customized financial solutions and advice to clients. The role includes developing financial plans,... ...investment goals, and managing client relationships. Candidates should possess Series 7 & 66 licenses and have at...
- Bank of America is seeking a Financial Advisor to deliver customized financial solutions to clients in Rosemead, California. The role involves assessing client... ...requires flexibility to train at various financial centers and involves risk management and client engagement...Full time
$70k - $80k
Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients in Temple City, California. The role involves building financial... ...and recommending suitable products. Qualified candidates should hold the necessary licenses and possess experience...$45k - $100k
...of applicants. Join a financial services firm where... ...and 20,000 financial advisors across the U.S. and Canada... .... People are at the center of our partnership. Edward... .... Qualifications Candidates should have at least one... .... Financial services registration, licensing, or...TraineeshipWork at officeWork from homeHome officeFlexible hours- ...Job Description Experienced Financial Advisor Job Description... ...professional advisors. Candidates will need to be talented, driven... ...the advice, strategies, and solutions needed to succeed over the... ...practice. *Required Licensure & Registrations · Life, Accident & Health...
$70k - $80k
...of America in Montebello seeks a qualified financial advisor to help clients achieve financial goals through customized solutions. Responsibilities include assessing client... ...fostering strong client relationships. The ideal candidate will have at least one year of relevant...
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