Financial Solutions Advisor - Registered Candidate - Venice Pines
Company: Bank of America
Location: Venice
Posted on: April 2, 2026
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Job Description:
Job Description: 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! Job Description: The primary role of the Financial Solutions
Advisor Stage I - Registration Candidate is to acquire the
necessary registrations and training to become a Financial
Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA
Stage I role, include: Provide end-to-end comprehensive advice and
customized solutions to clients, helping them achieve their
financial goals; Conduct client reviews/presentations, including a
review of investment goals and recommended products such as stocks,
bonds, mutual funds, banking, and managed money solutions; Engage
and share value proposition with customers in the lobby; Triage
client leads and make referrals to appropriate internal service
providers based on client needs and asset thresholds; Participate
in on-going training and interaction with the Merrill Lynch Wealth
Management Complex; The role is a bridge between banking and
brokerage, therefore the FSA Stage I must have a general awareness
of core banking and investment solutions. Required Skills: Series 7
& 66 must be obtained within 120 days; Series 7 and Series 66 (63 &
65 accepted, in lieu of 66, if previously held) is required for FSA
Stage I role; Communicate effectively; Strong computer skills with
an ability to multitask in a fast paced environment; Ability to
adapt and seek solutions for clients in a fast-paced environment.
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 this
position requires SAFE Act registration, employees are 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 disciplinary action up to and
including termination. Responsibilities: • Works with clients to
plan their short and long-term financial goals by building a
financial plan with brokerage products, such as stocks, bonds,
mutual funds, annuities, and banking and money managed solutions •
Recommends banking and investments strategies that align with
client financial goals and needs • Triages client requests and
makes referrals to appropriate internal service providers based on
client needs and asset thresholds • Mitigates and controls risk as
part of daily activities • Identifies and engages potential new
clients through referrals or financial center clientele 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 Shift: 1st shift (United States of America) Hours Per
Week: 40
Keywords: Bank of America, Pasadena , Financial Solutions Advisor - Registered Candidate - Venice Pines, Accounting, Auditing , Venice, California
