Financial Solutions Advisor I: Training & Growth Path

Bank of America; Riverside (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

Bank of America is seeking a National Financial Solutions Advisor (NFSA I) to support clients through a contact center model, providing guidance on investments, banking and lending solutions. The role emphasizes building lasting client relationships, mastering regulatory standards, and collaborating with Merrill partners to deliver comprehensive financial advice.

In this entry-level pathway, you will receive foundational training, coaching, and tools to advance toward higher levels within Bank

Qualifications

• Series 7 and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
• Is comfortable in a sales role, finding ways to nurture strong client relationships.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough, and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Responsibilities

• Provide advice to help clients achieve financial goals across investment, banking, and lending solutions.
• Build and manage client relationships and a portfolio of clients.
• Deliver end-to-end client reviews and presentations with confidence.
• Collaborate with banking and investment partners to meet clients' financial needs.
• Grow the client base and guide clients through various Bank of America/Merrill programs.

Skills

Series 7/66

Sales orientation

Communication

Teamwork

Time management

Regulatory due diligence

Learning agility

Prioritization

Education

Bachelor's degree

Job description

Bank of America is seeking a National Financial Solutions Advisor (NFSA I) to support clients through a contact center model, providing guidance on investments, banking and lending solutions. The role emphasizes building lasting client relationships, mastering regulatory standards, and collaborating with Merrill partners to deliver comprehensive financial advice.

In this entry-level pathway, you will receive foundational training, coaching, and tools to advance toward higher levels within Bank