Financial Solutions Advisor I - Registration Candidate - Consumer Investments - East Valley Area

Bank of America; Mesa (AZ); On-site; USD 50,000 - 70,000; Full time

Job summary

Join a leading financial institution as a Financial Solutions Advisor Stage I. You will receive extensive training, obtain essential licenses, and develop client relationships to help achieve financial goals. This role offers unlimited potential for growth and a supportive environment focused on responsible growth and community service.

Benefits

Unlimited potential for financial growth

Robust marketing support

Ongoing professional development

Qualifications

• 1-2 years in financial services or sales preferred.
• Experience in client needs assessment and relationship management.

Responsibilities

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66.
• Build and manage client relationships.
• Provide comprehensive advice and strategic recommendations.

Skills

Goal-oriented

Relationship-building

Clear communication

Team player

Adaptable

Education

Bachelor’s degree

Tools

Computer skills

Job description

Job Description:

Please note this requisition contains multiple locations but there is not an immediate opening for every location listed.

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

We are creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our digital platform. Our goal is to provide care and guidance for our clients when they need us most, whether they are just starting out, buying a home, building a family, or planning for retirement. We are seeking passionate individuals for our Advisor Development Program to become investment specialists across over 4,000 financial center locations nationwide. From day one, you will receive training from our Academy at Bank of America, including hands-on practice, personalized coaching, and dedicated support throughout your onboarding. The Academy offers a structured path to becoming an advisor through a multi-stage training program, equipping you with the skills to succeed throughout your career.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, including dedicated classes for the Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. After obtaining your licenses, you will learn foundational skills such as acquiring, building, and managing client relationships, considering complex financial scenarios, and guiding clients with advice and solutions to help them achieve their financial goals. You will work in a financial center to deliver Bank of America's core banking, investment solutions, and client care. We will support you through each stage of development.

Progression to Financial Solutions Advisor Stage II involves deepening client relationships within your portfolio. Successful advancement offers opportunities for growth within Bank of America and Merrill. The Academy provides ongoing support with dedicated programs, tools, and resources throughout your career.

This position is subject to SAFE Act registration requirements, including registration with the federal registry system and background checks. Failure to maintain registration may result in termination.

We’ll help you:

• Build a successful career with world-class training and onboarding programs.
• Receive training and coaching from dedicated Academy managers.
• Grow your business knowledge through a defined consultative approach.
• Obtain your SIE, Series 7, and Series 66 licenses within specified timeframes.
• Build your network by interacting with banking customers, small business owners, and high-net-worth clients.
• Provide comprehensive advice, client reviews, and strategic recommendations.
• Collaborate with banking and investment partners to meet client needs.

As a Financial Solutions Advisor Stage I, you can look forward to:

• Unlimited potential for financial growth.
• A strong referral base from our broad client network.
• Managing a client portfolio with industry-leading products and services.
• Robust marketing support.
• Ongoing professional development.
• Opportunities to connect with experts like mortgage lenders and investment advisors.

Our culture:

• Supports responsible growth and community service.
• Provides continuous training and development.
• Values diversity and inclusion.
• Focuses on innovative tools and customer-first solutions.

Required Qualifications:

• Goal-oriented with a track record of achievement.
• Comfortable in a sales environment with relationship-building skills.
• Clear and confident communicator.
• Collaborative and productive team player.
• Capable of managing complexity and prioritizing tasks.
• Adaptable and eager to learn.
• Efficient time and capacity management.
• Thorough with regulatory compliance.

Desired Qualifications:

• Strong computer skills.
• Bachelor’s degree or 1-2 years in financial services or sales.
• Experience in client needs assessment and relationship management.

Shift:

1st shift (United States of America)

Hours Per Week:

40