Financial Solutions Advisor Registration Candidate - River Park Financial Center

Bank of America; Fresno (CA); On-site; USD 39,000 - 45,000; Full time

Job summary

Bank of America in Fresno, CA seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 licenses and to build client relationships. You’ll progressively deliver core banking and investment solutions, growing through staged roles while collaborating with partners and learning through structured academy programs.

Success requires licensing milestones within timelines, strong client focus, and the ability to manage multiple tasks in a fast-paced environment.

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.

Responsibilities

• Acquire, build and manage client relationships to address complex financial needs.
• Provide end‑to‑end comprehensive financial advice and solutions.
• Collaborate with core banking and investment partners to meet client needs.
• Deliver client reviews and presentations to help clients reach financial goals.

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

Education

High School Diploma / GED / Secondary School or equivalent

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.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

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 well‑being 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.

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 StageI, you will typically progress into the next role, Financial Solutions Advisor StageII.

As a successful Financial Solutions Advisor StageII, 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.

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), Series7 and Series66 licenses (63 &65 accepted, in lieu of 66) through structured lessons and dedicated study time.
• 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.

You must obtain your SIE within 30 days of being hired & your Series7 & 66 within 120 Days – a requirement for the role.

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

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.

Shift: 1st shift (United States of America).

Hours Per Week: 40.

Pay and Benefits

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 that they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Other Information

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.

Company Culture

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.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Partnering Locally. Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact. Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion. Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values. Learn about our four values that represent what we believe.

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency