Financial Solutions Advisor Registration Candidate - Lake Oswego
National Black MBA Association, Lake Oswego, OR, United States
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a
Financial Solutions Advisor Stage I (FSA I) , your journey begins obtaining Securities Industry licenses, where you receive dedicated and personalized classes for your SIE, Series 7 and Series 66 Exams.
Once you obtain your licenses, you will be taught the 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, all while humanizing financial interactions.
When you reach your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you typically progress to Financial Solutions Advisor Stage II, continuing to grow and deepen relationships within a portfolio of clients.
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 your immediate termination.
Work Schedule Monday‑Friday, some Saturdays as required.
Example: 8 am‑5 pm, 9 am‑6 pm, etc.
We’ll help you
Build a successful career at Bank of America through world‑class training and one‑on‑one coaching from Academy managers.
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 within the required timelines.
Build your network across financial center clientele.
Provide end‑to‑end comprehensive advice, deliver client reviews with confidence, and recommend strategies to help clients achieve their financial goals.
Collaborate with core banking and investment partners to meet virtually all client needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Must be self‑disciplined in managing time and capacity.
Experience cultivating client relationships and providing solutions.
Success creating strong peer relationships through effective communication.
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
Bachelor’s degree and/or 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
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America).
Hours Per Week 40.
#J-18808-Ljbffr
As a
Financial Solutions Advisor Stage I (FSA I) , your journey begins obtaining Securities Industry licenses, where you receive dedicated and personalized classes for your SIE, Series 7 and Series 66 Exams.
Once you obtain your licenses, you will be taught the 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, all while humanizing financial interactions.
When you reach your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you typically progress to Financial Solutions Advisor Stage II, continuing to grow and deepen relationships within a portfolio of clients.
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 your immediate termination.
Work Schedule Monday‑Friday, some Saturdays as required.
Example: 8 am‑5 pm, 9 am‑6 pm, etc.
We’ll help you
Build a successful career at Bank of America through world‑class training and one‑on‑one coaching from Academy managers.
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 within the required timelines.
Build your network across financial center clientele.
Provide end‑to‑end comprehensive advice, deliver client reviews with confidence, and recommend strategies to help clients achieve their financial goals.
Collaborate with core banking and investment partners to meet virtually all client needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Must be self‑disciplined in managing time and capacity.
Experience cultivating client relationships and providing solutions.
Success creating strong peer relationships through effective communication.
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
Bachelor’s degree and/or 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
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America).
Hours Per Week 40.
#J-18808-Ljbffr