Financial Solutions Advisor Registration Candidate- Devonshire - Reseda Financial Center

Bank of America; Milwaukee (WI); On-site; USD 52,000 - 70,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin the path toward securities licensing, including SIE, Series 7 and Series 66 exams, while learning to acquire, build and manage client relationships and provide thoughtful financial solutions.

As you progress to the Stage II, you will expand your responsibilities within a financial center, delivering core banking and investment solutions and delivering excellent client care to a diverse client base.

Qualifications

• Pursue Securities Industry licenses (SIE, Series 7, Series 66) during training.
• Develop ability to acquire, build and manage client relationships.
• Provide solutions and guidance to clients as part of financial planning.

Responsibilities

• Obtain necessary securities licenses and apply learnings to client interactions.
• Grow and deepen relationships within a client portfolio in a financial center.
• Deliver core banking and investment solutions with a client-focused approach.

Skills

SIE

Series 7

Series 66

Client relationship management

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 how we make 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 which allows for an appropriate level of flexibility for our teammates and businesses 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! 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, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. 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. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill