Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market
Bank of America, Gilroy, CA, United States
Job Overview
Financial Solutions Advisor Stage I (FSA I)
The position begins with obtaining Securities Industry licenses (SIE, Series 7 and Series 66). The Advisor provides comprehensive financial advice, builds client relationships, and delivers investment solutions within the Bank of America network.
All candidates must register as required by the SAFE Act, undergo a background check, and maintain registration in good standing.
Key Responsibilities
Obtain and maintain required securities licenses.
Build, manage, and deepen client relationships.
Deliver client reviews, presentations, and confidence‑based recommendations.
Recommend financial strategies that align with client goals.
Collaborate with core banking and investment partners to meet client needs.
Required Qualifications
Aptitude for obtaining industry licenses.
Self‑discipline in time and capacity management.
Experience in cultivating client relationships and recommending solutions.
Strong communication and collaboration skills.
Results‑driven mindset, prioritizing client interest in a fast‑paced environment.
Ability to execute multiple tasks simultaneously.
Adaptability to new technology or applications.
Must register for the SAFE Act and comply with background check requirements.
Desired Qualifications
Current FINRA Securities Industry Essentials (SIE) holder.
Bachelor’s degree or at least one year of financial services 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 IdentificationBusiness Acumen
Executive Presence
Oral Communications
Risk Management
Trading
Minimum Education High School Diploma / GED / Secondary School or equivalent
Schedule & Hours Monday – Fridays and rotating Saturdays
1st shift (United States of America)
Hours per week: 40
Compensation & Benefits Pay range: $28.85 – $33.65 per hour (based on experience, education, and skill set). This role is compensated with a base salary only; no incentive eligibility.
Benefits: This role is eligible for industry-leading benefits, paid time off, and other resources that support employees' well‑being and professional growth.
Location : US – CA – Gilroy – 7111 Camino Arroyo – South Gilroy BC (CA2184)
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The position begins with obtaining Securities Industry licenses (SIE, Series 7 and Series 66). The Advisor provides comprehensive financial advice, builds client relationships, and delivers investment solutions within the Bank of America network.
All candidates must register as required by the SAFE Act, undergo a background check, and maintain registration in good standing.
Key Responsibilities
Obtain and maintain required securities licenses.
Build, manage, and deepen client relationships.
Deliver client reviews, presentations, and confidence‑based recommendations.
Recommend financial strategies that align with client goals.
Collaborate with core banking and investment partners to meet client needs.
Required Qualifications
Aptitude for obtaining industry licenses.
Self‑discipline in time and capacity management.
Experience in cultivating client relationships and recommending solutions.
Strong communication and collaboration skills.
Results‑driven mindset, prioritizing client interest in a fast‑paced environment.
Ability to execute multiple tasks simultaneously.
Adaptability to new technology or applications.
Must register for the SAFE Act and comply with background check requirements.
Desired Qualifications
Current FINRA Securities Industry Essentials (SIE) holder.
Bachelor’s degree or at least one year of financial services 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 IdentificationBusiness Acumen
Executive Presence
Oral Communications
Risk Management
Trading
Minimum Education High School Diploma / GED / Secondary School or equivalent
Schedule & Hours Monday – Fridays and rotating Saturdays
1st shift (United States of America)
Hours per week: 40
Compensation & Benefits Pay range: $28.85 – $33.65 per hour (based on experience, education, and skill set). This role is compensated with a base salary only; no incentive eligibility.
Benefits: This role is eligible for industry-leading benefits, paid time off, and other resources that support employees' well‑being and professional growth.
Location : US – CA – Gilroy – 7111 Camino Arroyo – South Gilroy BC (CA2184)
#J-18808-Ljbffr