Financial Solutions Advisor Registration Candidate- Consumer Investments- Napa, Marin, Sonoma Areas

Orange County Comptroller; Healdsburg (CA); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Financial Solutions Advisor to embark on a rewarding career in financial services. This role offers the opportunity to obtain essential Securities Industry licenses while developing skills in client relationship management and financial advising. With a commitment to diversity and inclusion, the company fosters a supportive environment for growth and success. Join a team that values personal development and community impact, where you can thrive and make a difference in clients' financial lives. This is an excellent chance to kick-start your career in a dynamic and fulfilling field.

Qualifications

• Strong communication and relationship-building skills are essential.
• A bachelor's degree or relevant experience in finance or sales is preferred.

Responsibilities

• Obtain Securities Industry licenses and learn foundational advisory skills.
• Build and manage client relationships to provide tailored financial solutions.

Skills

Goal Setting

Sales Comfort

Clear Communication

Collaboration

Complexity Management

Adaptability

Time Management

Regulatory Due Diligence

Education

Bachelor's Degree

1-2 Years in Financial Services/Sales

Tools

Computer Skills

Job description

Financial Solutions Advisor Registration Candidate- Consumer Investments- Napa, Marin, Sonoma Areas

Santa Rosa, California; Napa, California; Greenbrae, California; Rohnert Park, California; Novato, California; San Rafael, California; Petaluma, California; Sebastopol, California; Healdsburg, California; Sonoma, California; Corte Madera, California; Mill Valley, California.

Job Description:

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!

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 considering a client’s complex financial picture and 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 will incorporate 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

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.