Financial Solutions Advisor Registration Candidate- Napa, Marin, Sonoma Areas

Bank of America; Sebastopol (CA); Sur place; USD 60 000 - 70 000; Plein temps

Avantages offerts par ce poste

Benefits eligible

Résumé du poste

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing and to learn foundational advisory skills. You will help clients with core banking and investment solutions while progressing through staged roles within the Bank of America and Merrill teams.

Initially you will train on SIE, Series 7 and Series 66 exams and move toward building client relationships, delivering personalized solutions and growing a client base within a financial center network.

Qualifications

• 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.

Responsabilités

• Obtain required licenses and progress through staging as an advisor.
• Build and manage client relationships and understand a client’s financial picture.
• Provide end-to-end comprehensive advice and present client reviews with solutions.

Connaissances

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Formation

Bachelor's degree

High School Diploma / GED

Description du poste

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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.

Required Qualifications

• 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

• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

Skills

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines

  Schedule

  Monday-Friday Open availability required + some Saturdays

  Minimum Education Requirement

  High School Diploma / GED / Secondary School or equivalent

  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 - Corte Madera - 663 Tamalpais Dr - CORTE MADERA BC (CA4162), US - CA - Greenbrae - 50 Bon Air CTR - GREENBRAE BC (CA4185), US - CA - Healdsburg - 502 Healdsburg Ave - HEALDSBURG BC (CA1122), US - CA - Mill Valley - 715 E Blithedale Ave - East Blithedale (CA4204), US - CA - Napa - 1700 1st St - NAPA BC (CA3102), US - CA - Napa - 2 Financial Plz - NORTH NAPA BC (CA3168), US - CA - Novato - 1600 Grant Ave - NOVATO BC (CA4150), US - CA - Petaluma - 181 N McDowell Blvd - EAST PETALUMA BC (CA3204), US - CA - Rohnert Park - 6545 Hunter Dr - ROHNERT PARK BC (CA3166), US - CA - San Rafael - 1000 4th St - San Rafael Main (CA4114), US - CA - San Rafael - 30 Smith Ranch Rd - SMITH RANCH BC (CA4177), US - CA - Santa Rosa - 1155 W Steele Ln - CODDINGTOWN CENTER BC (CA3134), US - CA - Santa Rosa - 2420 Sonoma Ave - MONTGOMERY VILLAGE BC (CA3139), US - CA - Sebastopol - 7185 Healdsburg Ave - SEBASTOPOL BC (CA3149), US - CA - Sonoma - 35 W Napa St - SONOMA BC (CA3109)

  Pay range

  $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.

  Predictable pay

  This role is compensated with a base salary and is not incentive eligible.

  Benefits

  This 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.