Financial Solutions Advisor Registration Candidate- Consumer Investments- West Hills Market

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

Job summary

Join a leading financial institution as a Financial Solutions Advisor Stage I. You will receive comprehensive training and support to build client relationships and provide tailored financial solutions. This role offers unlimited potential for growth and a strong referral base, with a focus on responsible growth and community support.

Benefits

industry-leading benefits

paid time off

comprehensive training

professional development opportunities

Qualifications

• 1-2 years of financial or sales experience preferred.
• Experience in assessing client needs and managing relationships.

Responsibilities

• Build client relationships and provide financial advice.
• Obtain Securities Industry licenses and deliver banking solutions.
• Manage a portfolio and collaborate with banking partners.

Skills

goal-setting

relationship-building

clear communication

teamwork

managing complexity

adaptability

time management

regulatory diligence

Education

Bachelor's degree

Job description

Job Description:

*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

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 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!

We are creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our digital platform. Our goal is to provide care and guidance for our clients when they need us most—whether they are starting out, buying a home, building a family, or planning for retirement. We are looking for the next generation of Financial Advisors—those passionate about building a long-term career and helping clients improve their 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 will receive comprehensive training from our Academy at Bank of America, including hands-on practice, personalized coaching, and support during onboarding. The Academy offers a multi-stage training program to equip you with the skills needed for success throughout your career.

As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining your Securities Industry licenses, including classes for the Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. After licensing, you will learn foundational skills such as building client relationships, understanding complex financial situations, and providing advice and solutions to help clients live their best financial lives. You will then work in a financial center to deliver banking and investment solutions and client care. We will support your development at each stage.

Progression from Financial Solutions Advisor Stage I to Stage II involves deepening client relationships and managing a portfolio. Success in these roles can lead to various opportunities within Bank of America and Merrill, supported by ongoing programs, tools, and resources.

This position requires SAFE Act registration, which involves registering with the federal registry system and passing a background check. Failure to maintain registration may result in termination.

We’ll help you:

• Build a successful career through world-class training and onboarding programs.
• Receive coaching from dedicated Academy managers.
• Grow your business knowledge using a consultative approach.
• Earn your SIE, Series 7, and Series 66 licenses within specified timeframes.
• Build a network by interacting with banking customers, small business owners, and high-net-worth clients.
• Provide comprehensive advice and client reviews.
• Collaborate with banking and investment partners to meet client needs.

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

• Unlimited potential for financial growth.
• A strong referral base from across the business.
• Managing a client portfolio with industry-leading products and services.
• Robust marketing support.
• Ongoing professional development.
• Opportunities to connect with various experts.

Our culture is built on:

• Responsible growth and community support.
• Continuous training and development.
• Valuing diversity to better serve our clients.
• Advancing tools, technology, and client-first approaches.

Required skills include goal-setting, relationship-building, clear communication, teamwork, managing complexity, adaptability, time management, and regulatory diligence.

Desired skills include strong computer skills, a bachelor’s degree or 1-2 years of financial or sales experience, and experience in assessing client needs and managing relationships.

*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

Pay range $28.85 - $33.65 hourly, offers based on experience, education, and skills. This role offers a base salary and is benefits eligible. We provide industry-leading benefits, paid time off, and resources to support our employees in making a positive impact and contributing to sustainable growth.