Location: San Francisco,CA, USA
Job Description:
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
At Bank of America, we are guided by a common purpose to help make financial lives better through thepower 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 a diverse and 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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As part of our commitment, 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 an individual who is 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. From day one, 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 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.
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. 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.
We'll help you• Build a successful career at Bank of America through world-class training and onboarding 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) 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.• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals.• Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill.
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 with industry-leading products, services, and education.• Robust marketing support to reach wider audiences.• Ongoing professional development to deepen your skills.• Opportunities to connect with experts including small business consultants, mortgage lenders, and investment advisors.
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 to help people achieve their goals.• 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, nurturing strong relationships with prospective clients.• Communicates clearly and confidently with clients from all walks of life.• Works well with others and collaborates productively.• Can manage complexity, prioritize tasks, and execute in a fast-paced environment.• Likes to learn on your feet, adapting to new information.• Efficiently manages your time and capacity.• Is thorough and incorporates relevant regulatory due diligence.
Desired Qualifications:• Strong computer skills with an ability to multitask.• A bachelor's degree or 1-2 years' experience in financial services or a sales environment.• Experience assessing client needs and building/managing client relationships.
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay Transparency details
Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education, and skill set.
Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, and resources to support our employees.
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