Financial Solutions Advisor Registration Candidate- Cupertino Financial Center
Bank of America, Cupertino, CA, United States
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.
As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses, receiving dedicated and personalized training for the Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Upon obtaining the licenses, you will be taught foundational skills to serve as an advisor—acquiring, building, and managing client relationships, assessing a client’s complex financial picture, and guiding them with advice and solutions to help them live their best financial lives. After achieving key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care.
Key Responsibilities
Acquire, build, and manage client relationships.
Assess clients’ complex financial situations and provide tailored advice and solutions.
Deliver Bank of America’s core banking and investment solutions at financial centers.
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.
Receive training and one‑on‑one coaching from Academy managers invested in your success.
Grow business knowledge by using a consultative approach to identify client needs and appropriate solutions.
Earn the SIE, Series 7 and Series 66 licenses (or equivalent) through structured lessons and study time; SIE required within 30 days of hire, Series 7 & 66 within 120 days.
Build your network by interacting with banking customers, small‑business owners and high‑net‑worth clients.
Provide end‑to‑end comprehensive advice, deliver client reviews and presentations, and recommend strategies to achieve financial goals.
Collaborate with core banking and investment partners to connect clients to solutions that meet virtually all their financial needs.
Required Qualifications
Aptitude for obtaining required industry licenses.
Self‑discipline in managing time and capacity.
Experience cultivating client relationships, identifying needs, and recommending solutions.
Skilled in building strong peer relationships through effective communication and collaboration.
Results‑driven mindset prioritizing client interests in a complex, fast‑paced environment.
Ability to execute multiple tasks simultaneously.
Adaptability to new technology or applications.
Desired Qualifications
Current holder of FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or 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
Schedule & Compensation Weekly schedule: Monday through Friday, with rotating Saturdays required.
Shift: 1st shift (United States of America)
Hours per week: 40
Pay range: $28.85 – $33.65 per hour, based on experience, education, and skill set.
This role is compensated with a base salary and is not incentive eligible.
Benefits: This role is eligible for industry‑leading benefits, including paid time off, resources, and support to contribute to sustainable growth.
Location: US – CA – Cupertino – 20563 Stevens Creek Blvd (CA3143). State: CA.
#J-18808-Ljbffr
As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses, receiving dedicated and personalized training for the Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Upon obtaining the licenses, you will be taught foundational skills to serve as an advisor—acquiring, building, and managing client relationships, assessing a client’s complex financial picture, and guiding them with advice and solutions to help them live their best financial lives. After achieving key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care.
Key Responsibilities
Acquire, build, and manage client relationships.
Assess clients’ complex financial situations and provide tailored advice and solutions.
Deliver Bank of America’s core banking and investment solutions at financial centers.
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.
Receive training and one‑on‑one coaching from Academy managers invested in your success.
Grow business knowledge by using a consultative approach to identify client needs and appropriate solutions.
Earn the SIE, Series 7 and Series 66 licenses (or equivalent) through structured lessons and study time; SIE required within 30 days of hire, Series 7 & 66 within 120 days.
Build your network by interacting with banking customers, small‑business owners and high‑net‑worth clients.
Provide end‑to‑end comprehensive advice, deliver client reviews and presentations, and recommend strategies to achieve financial goals.
Collaborate with core banking and investment partners to connect clients to solutions that meet virtually all their financial needs.
Required Qualifications
Aptitude for obtaining required industry licenses.
Self‑discipline in managing time and capacity.
Experience cultivating client relationships, identifying needs, and recommending solutions.
Skilled in building strong peer relationships through effective communication and collaboration.
Results‑driven mindset prioritizing client interests in a complex, fast‑paced environment.
Ability to execute multiple tasks simultaneously.
Adaptability to new technology or applications.
Desired Qualifications
Current holder of FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or 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
Schedule & Compensation Weekly schedule: Monday through Friday, with rotating Saturdays required.
Shift: 1st shift (United States of America)
Hours per week: 40
Pay range: $28.85 – $33.65 per hour, based on experience, education, and skill set.
This role is compensated with a base salary and is not incentive eligible.
Benefits: This role is eligible for industry‑leading benefits, including paid time off, resources, and support to contribute to sustainable growth.
Location: US – CA – Cupertino – 20563 Stevens Creek Blvd (CA3143). State: CA.
#J-18808-Ljbffr