Talent.com
Financial Solutions Advisor Registration Candidate - East Anaheim Financial Center
Financial Solutions Advisor Registration Candidate - East Anaheim Financial CenterBank of America • Anaheim, CA, US
Financial Solutions Advisor Registration Candidate - East Anaheim Financial Center

Financial Solutions Advisor Registration Candidate - East Anaheim Financial Center

Bank of America • Anaheim, CA, US
19 days ago
Job type
  • Full-time
Job description

Financial Solutions Advisor Stage 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 :

  • Bachelor's degree and / or a minimum of one year of financial services industry or sales experience
  • Skills :
  • Advisory
  • Account Management
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Issue Management
  • Client Solutions Advisory
  • Pipeline Management
  • Active Listening
  • Attention to Detail
  • Risk Management
  • Policies, Procedures, and Guidelines
  • Client Management
  • Causation Analysis
  • Written Communications
  • 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 - Anaheim - 1141 N State College Blvd - EAST ANAHEIM BC (CA7131) 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.

    Create a job alert for this search

    Financial Advisor • Anaheim, CA, US

    Related jobs
    Financial Solutions Advisor - Irvine

    Financial Solutions Advisor - Irvine

    Bank of America • Irvine, CA, US
    Full-time
    The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC. Safe Act; Loan Originators; FINRA.At Bank of America...Show more
    Last updated: 30+ days ago • Promoted
    Business Solutions Advisor - Tustin Financial Center

    Business Solutions Advisor - Tustin Financial Center

    Bank of America • Tustin, CA, US
    Full-time
    Bank Of America Financial Advisor.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 G...Show more
    Last updated: 29 days ago • Promoted
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce • 92620 Irvine, CA, US
    Full-time
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...Show more
    Last updated: 30+ days ago • Promoted
    Seasonal Tax Expert - Local

    Seasonal Tax Expert - Local

    Intuit • Phelan, CA, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show more
    Last updated: 12 days ago • Promoted
    Financial Solutions Advisor Registration Candidate - Yorba Linda Financial Center

    Financial Solutions Advisor Registration Candidate - Yorba Linda Financial Center

    Bank of America • Yorba Linda, CA, US
    Full-time
    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 Res...Show more
    Last updated: 15 days ago • Promoted
    In-Person Special Education Tutor

    In-Person Special Education Tutor

    Tutor Me Education • Phelan, CA, US
    Full-time
    At Tutor Me Education, we are revolutionizing the way students learn, and we're seeking passionate teachers and tutors with. If you're committed to making a difference in the lives of studen...Show more
    Last updated: 30+ days ago • Promoted
    Financial Solutions Advisor Registration Candidate - Consumer Investments - Festival Financial Center

    Financial Solutions Advisor Registration Candidate - Consumer Investments - Festival Financial Center

    Bank of America • Anaheim, CA, US
    Full-time
    Financial Solutions Advisor Stage 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...Show more
    Last updated: 30+ days ago • Promoted
    Financial Solutions Advisor - Central OC

    Financial Solutions Advisor - Central OC

    Bank of America • Anaheim, CA, US
    Full-time
    Bank of America Financial Advisor.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act; Loan Ori...Show more
    Last updated: 30+ days ago • Promoted
    Financial Solutions Advisor - Consumer Investments- South OC

    Financial Solutions Advisor - Consumer Investments- South OC

    Bank of America • Mission Viejo, CA, US
    Full-time
    Bank Of America Financial Advisor.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act; Loan Ori...Show more
    Last updated: 30+ days ago • Promoted
    Financial Aid Advisor

    Financial Aid Advisor

    Platt College Los Angeles • Alhambra, CA, US
    Full-time
    Platt College Los Angeles consists of four Southern California campuses located in Alhambra, Ontario, Riverside, and Anaheim. Platt offers certificate and degree programs in several subject areas in...Show more
    Last updated: 16 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Bmo • Covina, CA, US
    Part-time
    Job Opportunity In Wealth Sales & Service.Application Deadline : June 26, 2025.Job Family Group : Wealth Sales & Service. Provides financial and investment planning and advice in collaboration with ot...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    Edward Jones • Laguna Hills, CA, US
    Full-time
    Show more
    Last updated: 30+ days ago • Promoted
    Financial Solutions Advisor Registration Candidate- Sun Valley Financial Center- Bilingual Spanish Preferred

    Financial Solutions Advisor Registration Candidate- Sun Valley Financial Center- Bilingual Spanish Preferred

    Bank of America • Sun Valley, CA, US
    Full-time
    Financial Solutions Advisor Stage I (FSA I).The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act...Show more
    Last updated: 26 days ago • Promoted
    Relationship Banker - Anaheim, CA

    Relationship Banker - Anaheim, CA

    Partners Federal Credit Union • Anaheim, CA, US
    Full-time
    Quick Apply
    Calling All Banking Relationship Managers and Premier Bankers We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! ...Show more
    Last updated: 11 days ago
    Financial Solutions Advisor Registration Candidate- Consumer Investments- Gateway Cities Market

    Financial Solutions Advisor Registration Candidate- Consumer Investments- Gateway Cities Market

    Bank of America • Cerritos, CA, US
    Full-time
    Financial Solutions Advisor Stage I.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act; Loan O...Show more
    Last updated: 30+ days ago • Promoted
    Financial Solutions Advisor Registration Candidate - Corona Financial Center

    Financial Solutions Advisor Registration Candidate - Corona Financial Center

    Bank of America • Corona, CA, US
    Full-time
    Financial Solutions Advisor Stage I.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act; Loan O...Show more
    Last updated: 19 days ago • Promoted
    Financial Solutions Advisor - North OC

    Financial Solutions Advisor - North OC

    Bank of America • Yorba Linda, CA, US
    Full-time
    The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC. Safe Act; Loan Originators; FINRA.At Bank of America...Show more
    Last updated: 6 days ago • Promoted
    Financial Solutions Advisor Registration Candidate - Market Place Financial Center

    Financial Solutions Advisor Registration Candidate - Market Place Financial Center

    Bank of America • Irvine, CA, US
    Full-time
    Financial Solutions Advisor Stage I (FSA I).The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act...Show more
    Last updated: 6 hours ago • Promoted • New!
    Financial Aid Advisor

    Financial Aid Advisor

    Platt College Los Angeles, LLC. • Alhambra, CA, US
    Full-time
    Quick Apply
    Platt College Los Angeles consists of four Southern California campuses located in Alhambra, Ontario, Riverside and Anaheim. Platt offers certificate and degree programs in several subject areas inc...Show more
    Last updated: 30+ days ago
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce • 92603 Irvine, CA, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more
    Last updated: 30+ days ago • Promoted