Bank of America
Financial Solutions Advisor Registration Candidate – Consumer Investments- Hea
Bank of America, Healdsburg, California, United States, 95448
Financial Solutions Advisor Registration Candidate – Consumer Investments- Healdsburg Financial CenterJob Description:
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.
At Bank of America, we’re 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. We are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.
If you are passionate about helping clients reach their financial goals, join Bank of America’s
Advisor Development Program
and become an investment specialist in one of over 4,000 financial center locations nationwide. 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 experience.
As a
Financial Solutions Advisor Stage I (FSA I) , your journey begins obtaining your Securities Industry licenses, where you receive dedicated 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.
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.
We’ll help you:
Build a successful career
at Bank of America through world-class training and onboarding programs.
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.
Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses .
Build your network
starting at a financial center.
Provide end-to-end comprehensive advice
to help clients achieve their financial goals.
Collaborate with core banking and investment partners .
As a Financial Solutions Advisor Stage I, you can look forward to:
Unlimited potential for financial growth.
A strong referral base from across the business.
Managing a portfolio of clients by providing exceptional client care.
Robust marketing support to reach wider audiences.
Ongoing professional development.
Opportunities to connect with experts.
We’re a culture that:
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities.
Believes diversity makes us stronger.
Is committed to advancing our tools, technology, and ways of working.
Required Qualifications:
Sets and accomplishes goals.
Is comfortable in a sales role.
Communicates clearly and confidently.
Works well with others.
Can manage complexity and prioritize tasks.
Likes to learn on your feet.
Efficiently manages your time and capacity.
Is thorough and incorporates relevant regulatory due diligence.
Desired Qualifications:
Strong computer skills.
A bachelor’s degree, or 1-2 years’ experience in the financial service industry and/or a sales environment.
Experience assessing client needs and building/managing client relationships.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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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.
At Bank of America, we’re 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. We are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.
If you are passionate about helping clients reach their financial goals, join Bank of America’s
Advisor Development Program
and become an investment specialist in one of over 4,000 financial center locations nationwide. 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 experience.
As a
Financial Solutions Advisor Stage I (FSA I) , your journey begins obtaining your Securities Industry licenses, where you receive dedicated 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.
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.
We’ll help you:
Build a successful career
at Bank of America through world-class training and onboarding programs.
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.
Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses .
Build your network
starting at a financial center.
Provide end-to-end comprehensive advice
to help clients achieve their financial goals.
Collaborate with core banking and investment partners .
As a Financial Solutions Advisor Stage I, you can look forward to:
Unlimited potential for financial growth.
A strong referral base from across the business.
Managing a portfolio of clients by providing exceptional client care.
Robust marketing support to reach wider audiences.
Ongoing professional development.
Opportunities to connect with experts.
We’re a culture that:
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities.
Believes diversity makes us stronger.
Is committed to advancing our tools, technology, and ways of working.
Required Qualifications:
Sets and accomplishes goals.
Is comfortable in a sales role.
Communicates clearly and confidently.
Works well with others.
Can manage complexity and prioritize tasks.
Likes to learn on your feet.
Efficiently manages your time and capacity.
Is thorough and incorporates relevant regulatory due diligence.
Desired Qualifications:
Strong computer skills.
A bachelor’s degree, or 1-2 years’ experience in the financial service industry and/or a sales environment.
Experience assessing client needs and building/managing client relationships.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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