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

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

Job summary

Join a leading financial institution as a Financial Solutions Advisor Stage I, where you'll receive extensive training and support to help clients achieve their financial goals. This role offers unlimited potential for growth and the opportunity to build meaningful client relationships. With a focus on responsible growth and community support, you'll thrive in a diverse and inclusive environment while advancing your career in financial services.

Benefits

Unlimited potential for financial growth

Ongoing professional development

Robust marketing support

Qualifications

• Obtain SIE, Series 7, and Series 66 licenses within specified timeframes.
• Experience in assessing client needs and building relationships.

Responsibilities

• Build and manage client relationships to meet financial goals.
• Provide comprehensive advice and recommendations to clients.
• Collaborate with banking and investment partners.

Skills

goal-setting

relationship nurturing

clear communication

teamwork

managing complexity

adaptability

time management

regulatory diligence

Education

Bachelor's degree

1-2 years’ experience in financial services or sales

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 world-class digital platform. Our goal is to provide care and guidance for our clients when they need us most—whether they are just 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 growing a long-term career and making our clients’ financial lives better.

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 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. The Academy offers a multi-stage training program that provides you with the experience and skills to succeed in your role and career.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, including dedicated classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. After obtaining your licenses, you will learn foundational skills such as acquiring, building, and managing client relationships, analyzing complex financial situations, and guiding clients with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you reach your milestones, you will work in a financial center helping deliver Bank of America’s core banking and investment solutions, supported throughout your development.

Successful progression to Financial Solutions Advisor Stage II involves deepening relationships within a client portfolio and expanding your skills. The Academy provides ongoing support with programs, tools, and resources to help you advance within Bank of America and Merrill. This position is subject to SAFE Act registration requirements, and all employees engaged in residential loan mortgage originations must register with the federal registry system, maintaining good standing. Failure to do so may result in immediate termination.

We’ll help you:

• Build a successful career through world-class training and onboarding programs.
• Receive coaching from Academy managers invested in your success.
• Grow your business knowledge using a consultative approach to identify client needs and solutions.
• Obtain your SIE, Series 7, and Series 66 licenses within specified timeframes.
• Build your network by interacting with diverse clients and leveraging relationships to grow your business.
• Provide comprehensive advice, client reviews, and recommendations to meet financial goals.
• Collaborate with banking and investment partners to meet clients’ financial needs.

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

• Unlimited potential for financial growth.
• A strong referral base from our broad client relationships.
• Managing a portfolio of clients with industry-leading products and services.
• Robust marketing support.
• Ongoing professional development.
• Opportunities to connect with experts such as small business consultants, mortgage lenders, and investment advisors.

Our culture emphasizes:

• Responsible growth and community support.
• Continuous training and development.
• Diversity as a strength to meet diverse client needs.
• Advancement of tools, technology, and client-first service.

Required skills include goal-setting, relationship nurturing, 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’ experience in financial services or sales, and experience in assessing client needs and building 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:

US - CA - Agoura - 5667 Kanan Rd - AGOURA BC (CA6144), US - CA - Encino - 16640 Ventura Blvd - ENCINO BC (CA8126), US - CA - Simi Valley - 2830 Cochran St - SYCAMORE PLAZA BC (CA7173), US - CA - Sun Valley - 8888 Sunland Blvd - SUN VALLEY BC (CA8165), US - CA - Tarzana - 18337 Ventura Blvd - TARZANA BC (CA8133), US - CA - Westlake Village - 954 S Westlake Blvd - WESTLAKE VILLAGE BC (CA6132), US - CA - Woodland Hills - 22828 Victory Blvd - VICTORY FALLBROOK BC (CA8194), US - CA - Woodland Hills - 23347 Mulholland Dr - EL CAMINO CENTER BC (CA8203), US - CA - Woodland Hills - 5440 Topanga Canyon Blvd - TOPANGA CANYON-VENTURA BC (CA8190), US - CA - Woodland Hills - 5959 Canoga Ave - WARNER CENTER BC (CA7168). The pay range is $28.85 - $33.65 hourly, with offers based on experience, education, and skills. This role offers a base salary and is benefits eligible.