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

Orange County Comptroller; Petaluma (CA); On-site; USD 45,000 - 85,000; Full time

Job summary

An established industry player is looking for a Financial Solutions Advisor to join their dynamic team. This role offers the opportunity to gain essential licenses and develop skills in client relationship management. You will receive world-class training and support to help you thrive in a sales environment, while also having the chance to make a significant impact on clients' financial lives. With unlimited potential for financial growth and robust marketing support, this position is perfect for someone eager to learn and succeed in the financial services industry. Join a company that values diversity and is committed to your professional development.

Qualifications

• Strong computer skills with multitasking abilities.
• Experience in assessing client needs and managing relationships.

Responsibilities

• Build and manage client relationships to achieve financial goals.
• Provide comprehensive advice and deliver client reviews.

Skills

Goal Setting

Sales Skills

Clear Communication

Collaboration

Task Prioritization

Adaptability

Time Management

Regulatory Compliance

Education

Bachelor's Degree

1-2 years experience in financial services or sales

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.

We’ll help you:

1. Build a successful career at Bank of America through world-class training and onboarding programs.
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) though 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, deliver client reviews/presentations, and recommend strategies to help clients achieve their financial goals.
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.
6. Opportunities to connect with experts including small business consultants and investment advisors.

Required skills:

1. Sets and accomplishes goals.
2. Is comfortable in a sales role, nurturing strong relationships with clients.
3. Communicates clearly and confidently with clients.
4. Works well with others and collaborates productively.
5. Can manage complexity and prioritize tasks in a fast-paced environment.
6. Likes to learn on your feet and adapt to new information.
7. Efficiently manages your time and capacity.
8. Incorporates relevant regulatory due diligence into strategies for clients.

Desired skills:

1. Strong computer skills with an ability to multitask.
2. A bachelor’s degree, or 1-2 years’ experience in the financial service industry and/or a sales environment.
3. Experience assessing client needs and building/managing client relationships.

Shift: 1st shift (United States of America)

Hours Per Week: 40