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

Orange County Comptroller; Rohnert Park (CA); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking passionate individuals to join their team as Financial Solutions Advisors. This role offers the chance to embark on a rewarding career path with extensive training and support. As part of a dynamic team, you will help clients achieve their financial goals through personalized advice and solutions. With opportunities for professional growth and a strong referral base, you will manage a diverse portfolio while collaborating with experts in various financial fields. If you thrive in a fast-paced environment and are eager to make a difference, this position is perfect for you.

Qualifications

• Strong sales and communication skills are essential for nurturing client relationships.
• Bachelor's degree or relevant experience in financial services is preferred.

Responsibilities

• Provide comprehensive financial advice and manage client portfolios.
• Collaborate with banking and investment partners to meet client needs.

Skills

Goal Setting

Sales Skills

Communication

Collaboration

Complexity Management

Adaptability

Time Management

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- 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!

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 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 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 alike.
6. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, 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. Ongoing professional development to deepen your skills.
5. Opportunities to connect with experts including small business consultants, mortgage lenders, and investment advisors.

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.
5. Can manage complexity, prioritize tasks, and execute in a fast-paced environment.
6. Likes to learn on your feet, adapting to new information.
7. Efficiently manages your time and capacity.
8. Is thorough and incorporates relevant regulatory due diligence into 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 in the financial service industry and/or a sales environment.
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.