Financial Solutions Advisor Registration Candidate- East Blithedale Financial Center

Bank of America

Mill Valley, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain securities industry licenses
Cultivating client relationships
Managing client needs and solutions
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

Job Summary

  • 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 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 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.

Matching Summary

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.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Cultivating client relationships
  • Managing client needs and solutions
  • Effective communication and collaboration
  • Results-driven mindset

Nice-to-have

  • Humanizing financial interactions
  • Leveraging Bank of America relationships
  • Providing end-to-end comprehensive advice
  • Connecting clients to diverse solutions

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity
  • Experience in cultivating client relationships
  • Success creating strong peer relationships
  • Demonstrates a results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter