Financial Solutions Advisor Registration Candidate- Hayward and Milpitas Area

Bank of America; Milpitas (CA); On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in Milpitas, CA to begin with obtaining SIE, Series 7 and Series 66 licenses and to deliver core banking and investment solutions to clients. You will learn advisory skills, build client relationships, and progress toward more advanced roles within Merrill and the Academy-supported program.

Initial duties include acquiring licenses, practicing consultative solutions, and serving clients with a focus on responsible growth in a

Qualifications

• Bachelor’s degree or one year of financial services or sales experience.
• FINRA SIE is preferred or required.
• Willingness to obtain Series 7 and Series 66 within stated timelines.

Responsibilities

• Provide end-to-end financial guidance and solutions to clients.
• Build and manage relationships with a portfolio of clients.
• Collaborate with banking and investment partners to meet client needs.
• Conduct client reviews and present recommendations to help achieve goals.

Skills

Client Experience

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Risk Management

Trading

Oral Communications

Education

Bachelor’s degree

High School Diploma

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 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. 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. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you

Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

Get training and one-on-one coaching from Academy managers who are invested in your success.

Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired Qualifications:

• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills:

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Schedule: Monday – Fridays and rotating Saturdays

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - CA - Castro Valley - 3067 Castro Valley Blvd - CASTRO VALLEY BC (CA4121)
US - CA - Fremont - 39300 Fremont Blvd - FREMONT-BEACON BC (CA4148)
US - CA - Fremont - 40714 Grimmer Blvd (CA4190)
US - CA - Fremont - 46786 Mission Blvd - WARM SPRINGS BC (CA4183)
US - CA - Hayward - 24700 Hesperian Blvd - HESPERIAN-LA PLAYA BC (CA4157)
US - CA - Milpitas - 20 Ranch Dr - McCarthy Ranch (CA3199)
US - CA - Milpitas - 740 E Calaveras Blvd - MILPITAS BC (CA3107)
US - CA - Newark - 36900 Newark Blvd - NEWARK BC (CA4165)
US - CA - SAN JOSE - 1058 E BROKAW RD - Brokaw Plaza BC (CA3216)
US - CA - San Jose - 2611 N 1st St - ORCHARD PARK BC (CA3172)
US - CA - San Jose - 4075 EVERGREEN VILLAGE SQ (CA3202)
US - CA - San Leandro - 1400 E 14th St - SAN LEANDRO MAIN OFFICE (CA4111)
US - CA - San Leandro - 1925 Marina Blvd - SAN LEANDRO INDUSTRIAL CENTER (CA4146)
US - CA - Union City - 1900 Decoto Rd - UNION CITY BC (CA4168)
US - CA - Union City - 31800 Alvarado Blvd - ALVARADO BC (CA4175)

Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.