Financial Solutions Advisor Registration Candidate- San Francisco Market

Bank of America – Guided by a purpose to help make financial lives better, we drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day.

At Bank of America we are committed to a great place to work, to an inclusive workplace, emotional and physical wellness, and to making an impact in the communities we serve. We prioritize an in‑office culture with the flexibility needed to meet role‑specific requirements.

As a Financial Solutions Advisor Stage I (FSA I) , you will begin your journey by obtaining Securities Industry licenses. You will receive dedicated, personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once licensed, you will learn foundational advisory skills, acquire and manage client relationships, and guide clients with advice and solutions to help them achieve their best financial lives.

After achieving key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. Successful completion of Stage I typically leads to progression into FSA Stage II, where you deepen relationships and grow your practice within a client portfolio.

This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and / or maintain SAFE Act registration may result in immediate termination.

We’ll help you

• Build a career at Bank of America through world‑class training and onboarding.
• Receive one‑on‑one coaching from Academy managers invested in your success.
• Grow your business knowledge using a defined consultative approach to identify and meet client needs.
• Earn your SIE, Series 7, and Series 66 licenses within the specified timeframes (SIE within 30 days, Series 7 & 66 within 120 days).
• Build your network by interacting with banking customers, small‑business owners, and higher‑net‑worth clients.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations, and recommend strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners, connecting clients to solutions from Bank of America and Merrill.

Required Qualifications

Desired Qualifications

Skills

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.

Schedule

Monday – Fridays and rotating Saturdays.

Training may begin at a financial center and include a phone‑based period prior to relocating.

Shift

1st shift (United States of America).

Hours Per Week

40.

Seniority level

Internship.

Employment type

Full‑time.

Job function

Consulting, Information Technology, and Sales – Banking.

Location

San Francisco, CA.

#J-18808-Ljbffr