Financial Solutions Advisor Registration Candidate- Consumer Investments- Washington Center

Bank of America; Whittier (CA); On-site; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to help clients achieve their financial goals. This role offers comprehensive training, the opportunity to build client relationships, and the potential for career advancement within a supportive and inclusive culture.

Benefits

World-class training

Professional development opportunities

Marketing support

Paid time off

Qualifications

• Comfortable in a sales environment, nurturing client relationships.
• Adaptable and eager to learn.
• Strong computer skills and multitasking ability.

Responsibilities

• Manage client relationships and provide financial advice.
• Obtain necessary licenses and complete training.
• Progress to managing a client portfolio.

Skills

Goal-oriented

Sales environment

Clear communicator

Team player

Time management

Regulatory diligence

Education

Bachelor’s degree

1-2 years of financial or sales experience

Job description

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. 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 an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and a level of flexibility based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

We are creating meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through our specialist workforce and digital platform. Our goal is to provide care and guidance for our clients at every life stage. We are seeking the next generation of Financial Advisors—those passionate about growing a long-term career and improving clients' financial lives.

If you are passionate about helping clients reach their financial goals, join Bank of America as an investment specialist in one of over 4,000 financial centers nationwide. From day one, you'll receive training through our Academy, including hands-on practice, personalized coaching, and support throughout onboarding. The Academy offers a multi-stage training program to equip you with the skills needed to succeed in your role and career.

As a Financial Solutions Advisor Stage I (FSA I), you'll begin by obtaining your Securities Industry licenses, including classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. After licensing, you'll learn foundational skills such as building client relationships and guiding clients with advice and solutions. Once you reach key milestones, you'll work in a financial center, delivering Bank of America's banking and investment solutions.

Progression to Financial Solutions Advisor Stage II involves managing a client portfolio and deepening relationships. The Academy supports your career growth with programs, tools, and resources.

This position requires SAFE Act registration, including a background check. Failure to maintain registration may result in termination.

Benefits and Opportunities:

• Build a successful career with world-class training.
• Receive coaching and develop your business knowledge.
• Obtain necessary licenses within specified timeframes.
• Leverage our extensive client base to grow your business.
• Provide comprehensive financial advice and solutions.
• Collaborate with banking and investment partners.

As a Financial Solutions Advisor Stage I, you can expect:

• Unlimited potential for financial growth.
• A strong referral base from our broad client network.
• Managing a portfolio of clients with industry-leading products and services.
• Marketing support to expand your reach.
• Ongoing professional development opportunities.
• Connections with experts like small business consultants and mortgage lenders.

Our Culture:

• Committed to responsible growth and community support.
• Dedicated to continuous training and development.
• Values diversity and inclusion.
• Focuses on innovative tools, technology, and client-first service.

Required Skills:

• Goal-oriented with a drive to succeed.
• Comfortable in a sales environment, nurturing client relationships.
• Clear and confident communicator.
• Collaborative team player.
• Ability to manage complexity and prioritize tasks.
• Adaptable and eager to learn.
• Effective time management.
• Thorough with regulatory due diligence.

Desired Skills:

• Strong computer skills and multitasking ability.
• Bachelor’s degree or 1-2 years of financial or sales experience.
• Experience in assessing client needs and managing relationships.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency: $28.85 - $33.65 hourly, with benefits. Compensation includes a base salary; role is not incentive eligible.

Benefits include industry-leading programs, paid time off, and community support resources.