girl looking into her desktop
Back to search results

Consumer Investments Financial Solutions Advisor Development Program- Orange County, San Diego, South Bay, and Riverside Areas (Sourcing Req)

Irvine;

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’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. 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 on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

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 all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

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 through our relationship with one in every two households.
• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
• Robust marketing support to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
• 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, whatever their background or experience.
• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required skills:
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired skills:
• Strong computer skills with an ability to multitask in a demanding environment.
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

*****Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday-Friday open to close of banking center + some Saturdays

Referral Bonus Amount:

0

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’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. 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 on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

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 all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

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 through our relationship with one in every two households.
• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
• Robust marketing support to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
• 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, whatever their background or experience.
• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required skills:
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired skills:
• Strong computer skills with an ability to multitask in a demanding environment.
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, 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

Learn more about this role

Full time

JR-22044770

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Heather Bellomo

Referral Bonus:

0

Street Address

Primary Location:
14222 Culver Dr, CA, Irvine, 92604
Additional Locations:
25435 Crenshaw Blvd, Torrance, California, United States 30187 Antelope RD, Menifee, California, United States 39168 Winchester RD, Murrieta, California, United States 13244 Jamboree RD, Irvine, California, United States 27752 Antonio PKWY, Ladera Ranch, California, United States 67 Technology DR, Irvine, California, United States 1603 Hawthorne Blvd, Redondo Beach, California, United States 26831 Aliso Creek Rd (CA6221), Aliso Viejo, California, United States 2498 W Florida Ave, Hemet, California, United States 180 E Carson St, Carson, California, United States 3730 S Bristol St, Santa Ana, California, United States 18622 Macarthur Blvd, Irvine, California, United States 2501 Eastbluff Dr, Newport Beach, California, United States 31531 SANTA MARGARITA PKWY, Rancho Santa Margarita, California, United States 23711 MOULTON PKWY, Laguna Hills, California, United States 39398 Los Alamos Rd, Murrieta, California, United States 222 N Catalina Ave, Redondo Beach, California, United States 27571 Puerta Real, Mission Viejo, California, United States 22491 El Toro Rd, Lake Forest, California, United States 1255 Sartori Ave, Torrance, California, United States 2600 San Miguel Dr, Newport Beach, California, United States 24211 Paseo De Valencia, Laguna Niguel, California, United States 4101 Macarthur Blvd, Newport Beach, California, United States 24801 Del Prado Ave, Dana Point, California, United States 1687 E Florida Ave, Hemet, California, United States 16192 Harbor Blvd, Fountain Valley, California, United States 30162 CROWN VALLEY PKWY, Laguna Niguel, California, United States 90 Pier Ave, Hermosa Beach, California, United States 4500 BARRANCA PKWY, Irvine, California, United States 26821 Trabuco Rd, Mission Viejo, California, United States 1016 Irvine Ave, Newport Beach, California, United States 3300 E Coast Hwy, Corona Del Mar, California, United States 18691 Main St, Huntington Beach, California, United States 2701 Harbor Blvd, Costa Mesa, California, United States 20061 Brookhurst St, Huntington Beach, California, United States 23831 El Toro Rd, Lake Forest, California, United States 31902 Del Obispo St, San Juan Capistrano, California, United States 27489 Ynez Rd, Temecula, California, United States 17430 Brookhurst St, Fountain Valley, California, United States 406 N Euclid ST (CA7227), Anaheim, California, United States 3881 Alton PKWY (CA7226), Irvine, California, United States 548 W 19th St, Costa Mesa, California, United States 943 Lomas Santa Fe Dr, Solana Beach, California, United States 15060 Kensington Park Dr, Tustin, California, United States 8132 E Santa Ana Canyon Rd (CA7220), Anaheim, California, United States 19300 GOLDENWEST ST, Huntington Beach, California, United States 3475 Via Lido, Newport Beach, California, United States 9801 WALKER ST, Cypress, California, United States 7731 EDINGER AVE, Huntington Beach, California, United States 3428 VIA MERCATO, Carlsbad, California, United States 299 Ocean Ave, Laguna Beach, California, United States 8850 Bolsa Ave, Westminster, California, United States 19601 Yorba Linda Blvd, Yorba Linda, California, United States 941 N Tustin St, Orange, California, United States 4825 E Chapman Ave, Orange, California, United States 17863 Santiago Blvd, Villa Park, California, United States 5640 E Santa Ana Canyon Rd, Anaheim, California, United States 6210 Beach Blvd, Buena Park, California, United States 16811 Algonquin St, Huntington Beach, California, United States 2704 Loker Ave W (CA0242), Carlsbad, California, United States 2240 N Bellflower Blvd, Long Beach, California, United States 12421 Valley View St, Garden Grove, California, United States 500 Newport Center Dr, Newport Beach, California, United States 10511 CRAFTSMAN WAY (CA0239), San Diego, California, United States 2680 N Tustin St, Orange, California, United States 5812 Edinger Ave, Huntington Beach, California, United States 290 S State College Blvd, Brea, California, United States 11262 Los Alamitos Blvd, Los Alamitos, California, United States 2260 S Harbor Blvd, Anaheim, California, United States 2295 Otay Lakes Rd, Chula Vista, California, United States 13952 Brookhurst St, Garden Grove, California, United States 10531 SCRIPPS POWAY PKWY, San Diego, California, United States 13341 Newport Ave, Tustin, California, United States 800 N Western Ave, San Pedro, California, United States 645 Carlsbad Village Dr, Carlsbad, California, United States 7700 El Camino Real, Carlsbad, California, United States 160 E Yorba Linda Blvd, Placentia, California, United States 5531 La Palma Ave, La Palma, California, United States 23800 Vermont Ave, Harbor City, California, United States 11855 Carmel Mountain Rd, San Diego, California, United States 6791 Westminster Blvd, Westminster, California, United States 3535 Del Mar Heights Rd, San Diego, California, United States 8813 Villa La Jolla Dr, La Jolla, California, United States 2127 E 17th St, Santa Ana, California, United States 17008 Avenida De Acacias, Rancho Santa Fe, California, United States 4002 Clairemont Mesa Blvd, San Diego, California, United States 9591 Chapman Ave, Garden Grove, California, United States 945 S Brookhurst St, Anaheim, California, United States 4802 Main St, Yorba Linda, California, United States 13205 Black Mountain Rd, San Diego, California, United States 1340 Encinitas Blvd, Encinitas, California, United States 3756 Mission Ave, Oceanside, California, United States 5101 E 2nd St, Long Beach, California, United States 12724 Poway Rd (CA0173), Poway, California, United States 4420 Bonita Rd, Bonita, California, United States 601 S Rancho Santa Fe Rd, San Marcos, California, United States 401 N Harbor Blvd, Fullerton, California, United States 845 N 2nd St, El Cajon, California, United States 4380 La Jolla Village Dr, San Diego, California, United States 208 Main St, Seal Beach, California, United States 16849 Bernardo Ctr DR, San Diego, California, United States 9711 Mission Gorge Rd, Santee, California, United States 9290 Mira Mesa Blvd, San Diego, California, United States 2550 El Camino Real, Carlsbad, California, United States 5851 Balboa Ave, San Diego, California, United States 801 3rd Ave, Chula Vista, California, United States 1775 Camino De La Reina, San Diego, California, United States 6501 Mission Gorge Rd, San Diego, California, United States 912 Garnet Ave, San Diego, California, United States 1275 Rosecrans St, San Diego, California, United States 4206 Pacific Coast Hwy, Torrance, California, United States 295 E St, Chula Vista, California, United States 5500 Grossmont Center Dr, La Mesa, California, United States 737 University Ave, San Diego, California, United States 7680 Girard Ave, La Jolla, California, United States 220 S Escondido Blvd, Escondido, California, United States 1199 Orange Ave, Coronado, California, United States 4166 El Cajon Blvd, San Diego, California, United States 1125 S Main Ave, Fallbrook, California, United States 27411 Hawthorne Blvd, Rolling Hills Estates, California, United States 300 S El Camino Real (CA6261), San Clemente, California, United States 6519 Quail Hill PKWY, Irvine, California, United States 21700 Hawthorne Blvd, Torrance, California, United States 6356 Irvine Blvd (CA6251), Irvine, California, United States 1450 W Redondo Beach Blvd, Gardena, California, United States 30652 Benton Rd (CA6246), Winchester, California, United States 29987 Canyon Hills RD (CA6245), Lake Elsinore, California, United States 26002 Marguerite PKWY, Mission Viejo, California, United States 200 E La Habra Blvd, La Habra, California, United States 32595 Golden Lantern St, Dana Point, California, United States 31934 Temecula Pkwy, Temecula, California, United States 965 Avenida Pico, San Clemente, California, United States 26660 Portola PKWY, Foothill Ranch, California, United States 23781 Washington Ave, Murrieta, California, United States