Financial Solutions Advisor Registration Candidate- Consumer Investments- CA Coastal Market

YMCA of the north; Moorpark (CA); On-site; USD 45,000 - 85,000; Full time

Job summary

An established industry player is seeking passionate individuals to join their team as Financial Solutions Advisors. This role offers the opportunity to develop a rewarding career in financial services, where you will receive comprehensive training to help clients achieve their financial goals. With a focus on relationship building and a commitment to client success, you will thrive in a supportive environment that values diversity and inclusion. If you're ready to embark on a journey of professional growth and make a positive impact on clients' lives, this is the perfect opportunity for you.

Qualifications

• Strong sales skills and ability to nurture client relationships.
• Experience in financial services or sales is preferred.

Responsibilities

• Guide clients to achieve their financial goals through personalized advice.
• Obtain necessary securities licenses and build client relationships.

Skills

Goal Setting

Sales Skills

Clear Communication

Collaboration

Time Management

Adaptability

Regulatory Due Diligence

Education

Bachelor's Degree

1-2 Years Experience in Financial Services or Sales

Tools

Computer Skills

Job description

Financial Solutions Advisor Registration Candidate- Consumer Investments- CA Coastal Market

Camarillo, California; San Luis Obispo, California; Ojai, California; Santa Paula, California; Moorpark, California; Goleta, California; Oxnard, California; Santa Maria, California; Newbury Park, California; Ventura, California; Arroyo Grande, California; Thousand Oaks, California; Santa Maria, California

Job Description:

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.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

At Bank of America, we’re 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 world-class digital platform. We are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching, and dedicated support throughout your onboarding experience.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [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 guiding them with advice and solutions to help them live their best financial lives.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act 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.

Required skills:

1. Sets and accomplishes goals, achieving whatever you put your mind to.
2. Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
3. Communicates clearly and confidently with clients from all walks of life.
4. Works well with others and collaborates productively to get things done.
5. Can manage complexity, prioritize tasks and execute in a fast-paced environment.
6. Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
7. Efficiently manages your time and capacity.
8. Is thorough and incorporates relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired skills:

1. Strong computer skills with an ability to multitask in a demanding environment.
2. A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
3. Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

Shift: 1st shift (United States of America)

Hours Per Week: 40