Financial Solutions Advisor Registration Candidate- South Gilroy Market
Bank of America, Gilroy, CA, United States
Job Description
As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses, receiving dedicated and personalized training for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams. Once licensed, you will be taught foundational advisory skills to acquire, build, and manage client relationships while providing tailored financial advice and solutions. Upon achieving key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care.
Legal Compliance 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. This position is subject to SAFE Act registration requirements. 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.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify needs and recommend 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. The SIE must be obtained within 30 days of being hired and the Series 7 & 66 within 120 days, a requirement for the role.
Build your network by interacting with banking customers, small business owners, and high‑net‑worth clients at the 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.
Collaborate with core banking and investment partners, connecting clients to the solutions we provide to meet virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Self‑disciplined in managing time and capacity.
Experience cultivating client relationships, assessing needs, and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results‑driven mindset while prioritizing client 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 & 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 - Friday and rotating Saturdays.
Shift 1st shift (United States of America).
Hours Per Week 40.
Pay Range $28.85 - $33.65 hourly, based on experience, education and skills.
Benefits This role is benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to help employees make a genuine impact and contribute to sustainable growth of our business and communities.
#J-18808-Ljbffr
Legal Compliance 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. This position is subject to SAFE Act registration requirements. 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.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify needs and recommend 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. The SIE must be obtained within 30 days of being hired and the Series 7 & 66 within 120 days, a requirement for the role.
Build your network by interacting with banking customers, small business owners, and high‑net‑worth clients at the 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.
Collaborate with core banking and investment partners, connecting clients to the solutions we provide to meet virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Self‑disciplined in managing time and capacity.
Experience cultivating client relationships, assessing needs, and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results‑driven mindset while prioritizing client 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 & 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 - Friday and rotating Saturdays.
Shift 1st shift (United States of America).
Hours Per Week 40.
Pay Range $28.85 - $33.65 hourly, based on experience, education and skills.
Benefits This role is benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to help employees make a genuine impact and contribute to sustainable growth of our business and communities.
#J-18808-Ljbffr