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

Orange County Comptroller; Napa (CA); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Solutions Advisor to embark on a rewarding career path. This role offers world-class training and the opportunity to earn essential securities licenses, setting you up for success in managing client relationships and providing comprehensive financial advice. With a strong referral base and robust marketing support, you will have unlimited potential for financial growth. Join a diverse and inclusive workplace that prioritizes your professional development and well-being as you make a meaningful impact in clients' financial lives.

Qualifications

• Strong computer skills and multitasking ability are essential.
• Experience in financial services or sales is preferred.

Responsibilities

• Build and manage client relationships while providing exceptional care.
• Collaborate with banking and investment partners to meet client needs.

Skills

Goal Setting

Sales Skills

Clear Communication

Collaboration

Complexity Management

Adaptability

Time Management

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- 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.

We’ll help you:

1. Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
2. Get training and one-on-one coaching from Academy managers who are invested in your success.
3. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
4. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time.
5. Build your network by interacting with banking customers, small business owners, and higher net worth clients.
6. Provide end-to-end comprehensive advice, delivering client reviews/presentations with confidence.
7. Collaborate with core banking and investment partners to meet clients’ financial needs.

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

1. Unlimited potential for financial growth.
2. A strong referral base from across the business.
3. Managing a portfolio of clients by providing exceptional client care.
4. Robust marketing support to reach wider audiences.
5. Ongoing professional development to deepen your skills.

Required skills:

1. Sets and accomplishes goals.
2. Comfortable in a sales role and nurturing relationships.
3. Communicates clearly and confidently.
4. Works well with others and collaborates productively.
5. Can manage complexity and prioritize tasks.
6. Likes to learn on your feet and adapt to new information.
7. Efficiently manages your time and capacity.

Desired skills:

1. Strong computer skills with multitasking ability.
2. A bachelor’s degree, or 1-2 years’ experience in financial services or sales.
3. Experience assessing client needs and managing relationships.

Shift: 1st shift (United States of America)

Hours Per Week: 40