Talent.com
Financial Solutions Advisor Registration Candidate- Quartz Hill Financial Center
Financial Solutions Advisor Registration Candidate- Quartz Hill Financial CenterBank of America • Lancaster, CA, US
[error_messages.no_longer_accepting]
Financial Solutions Advisor Registration Candidate- Quartz Hill Financial Center

Financial Solutions Advisor Registration Candidate- Quartz Hill Financial Center

Bank of America • Lancaster, CA, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Financial Solutions Advisor Stage I (FSA I)

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 is core to how we drive Responsible Growth. This includes our commitment to being an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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 :

  • 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 Transparency details US - CA - Lancaster - 4165 W AVENUE L - QUARTZ HILL (CA0237) Pay and benefits information 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.

    [job_alerts.create_a_job]

    Financial Advisor • Lancaster, CA, US

    [internal_linking.similar_jobs]
    Travel Physical Therapist - $2,431 per week

    Travel Physical Therapist - $2,431 per week

    Stability Healthcare • Palmdale, CA, USA
    [job_card.full_time]
    Stability Healthcare is seeking a travel Physical Therapist for a travel job in Palmdale, California.Job Description & Requirements. Day 1 health insurance with United Healthcare •PTO plan start ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Physical Therapist License Applicant

    Physical Therapist License Applicant

    Interface Rehab • Lancaster, CA, United States
    [job_card.full_time]
    Physical Therapist License Applicant ("PTLA") to provide quality care to the residents.Under the direction of a Licensed Physical Therapist, the PTLA evaluates and treats patients / residents, commun...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Representative- Entry Level

    Remote Financial Representative- Entry Level

    Symmetry Financial Group - The Delaney Agency • California City, CA, US
    [filters.remote]
    [job_card.full_time] +2
    [filters_job_card.quick_apply]
    LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales.We have qualified leads and step-by-step training to help you succeed in a perf...[show_more]
    [last_updated.last_updated_variable_days]
    Therapist / Physical Therapy / California / Early Intervention Physical Therapist (PT) Job

    Therapist / Physical Therapy / California / Early Intervention Physical Therapist (PT) Job

    The Stepping Stones Group • Lancaster, CA, US
    [job_card.full_time]
    Star Of California is looking for Physical Therapists in Antelope Valley and the surrounding areas! Under the general supervision of the Regional Clinical Manager / Directors (RCM / Ds), the full time ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Representative- Entry Level

    Remote Financial Representative- Entry Level

    Unlock Potential 360 • California City, CA, us
    [filters.remote]
    [job_card.full_time] +2
    [filters_job_card.quick_apply]
    LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales.We have qualified leads and step-by-step training to help you succeed in a perf...[show_more]
    [last_updated.last_updated_variable_days]
    Advisor

    Advisor

    Aveson Charter School • Altadena, CA, USA
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Teachers take on the role of and are referred to as Advisors.Advisors are responsible for working with students along a learning and teaching continuum to develop instruction that aligns with our P...[show_more]
    [last_updated.last_updated_30]
    Any Position

    Any Position

    Costco Wholesale Corporation • Lancaster, CA, United States
    [job_card.full_time]
    The jobs listed are examples of the typical kinds of positions that Costco may hire for when openings exist.The listing does not mean that any positions are currently open or available at Costco.Hi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Physical Therapist - Sponsorship Available

    Physical Therapist - Sponsorship Available

    Interstate Therapy Solutions • Lancaster, CA, United States
    [job_card.full_time]
    Physical Therapist - Inpatient.About Us : Interstate Therapy Solutions, with nearly four decades of experience, is a prominent provider of rehabilitation services in Southern California.As part of t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Advisory Manager

    Client Advisory Manager

    Veris Insights • Lancaster, CA, US
    [job_card.full_time]
    The Company You'll Join : It is our mission to create an exceptional firm that betters the world of work.Through granular candidate insights, in-depth employer benchmarking, continuous market pulses...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Palmdale, California
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Physical Therapist Salaried

    Physical Therapist Salaried

    Progressive Physical Therapy • Palmdale, CA, United States
    [job_card.full_time]
    I have the freedom to treat patients the way I prefer to treat them.Our company does everything to promote continuing education and anything we can do to better our patients.We also do that while h...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Lancaster, CA Family Medicine Opening - $250K+ Salary w / Sign-On Bonus

    Lancaster, CA Family Medicine Opening - $250K+ Salary w / Sign-On Bonus

    Enterprise Medical Recruiting • Lancaster, CA, United States
    [job_card.full_time]
    Enterprise Medical Recruiting is searching for a Family Medicine physician to join a multi-specialty medical group with a happy and cohesive team of 20+ providers in Lancaster, California.Work Mond...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Family Medicine - Antelope Valley

    Family Medicine - Antelope Valley

    Southern California Permanente Medical Group • Lancaster, CA, United States
    [job_card.full_time] +1
    Competitive Compensation and Benefit Package.The comprehensive benefits and longevity-based compensation package offered by Southern California Permanente Medical Group (SCPMG) enables physicians t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Licensed Professional Clinical Counselor (California, USA)

    Licensed Professional Clinical Counselor (California, USA)

    Intellect • California City, CA, US
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    You will be a practitioner on our telehealth platform 'Intellect', where your role is to support our clients' mental health and personal growth based on the individual needs and goals.This is deliv...[show_more]
    [last_updated.last_updated_30]
    Rheumatology Physician - $163,.93 - $177 / yearly

    Rheumatology Physician - $163,.93 - $177 / yearly

    DocCafe • California City, California, US
    [job_card.full_time]
    DocCafe has an immediate opening for the following position : Physician - Rheumatology in California.If the following job requirements and experience match your skills, please ensure you apply promp...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Consultant OR Senior Financial Consultant (Hybrid / CA)

    Financial Consultant OR Senior Financial Consultant (Hybrid / CA)

    California Housing Partnership • California City, CA, United States
    [job_card.full_time] +1
    REPORTS TO : Managing Director, Financial Consulting STATUS : Full-Time (40 hours / week), Exempt STARTING SALARY : FC $130,000 - $142,500 / Senior FC $145,000 ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Physician Reviewer (California Licensed) - Remote

    Physician Reviewer (California Licensed) - Remote

    Heritage Sierra Medical Group • Lancaster, CA, United States
    [filters.remote]
    [job_card.part_time]
    Complete all reviews and submit them to the UM Coordinator.Evaluate each auth by reviewing : .Relevant clinical criteria (CMS, Health Plan, InterQual, MCG). Cited criteria including name, title, and n...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Physiatrist - Antelope Valley

    Physiatrist - Antelope Valley

    Colorado Permanente Medical Group • Lancaster, CA, United States
    [job_card.full_time]
    Southern California Permanente Medical Group (SCPMG) is a physician‑led partnership with strong values that support a patient‑centered and evidence‑based approach to medicine.Provides our physician...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]