
location_on101, North Bradford Avenue, Old Town Placentia, Placentia, Orange County, California, 92970, United States
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we achieve this.
We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. We value the unique perspectives individuals bring from all backgrounds and career paths—whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses. You will receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, 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 deliver Bank of America's core banking, investment solutions, and approach to client care. You will interact with banking customers, small business owners, and higher net worth clients alike, leveraging our relationships with one out of two households in the U.S. to help grow your business.
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. In this role, 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.
Please note that this is a sourcing requisition; there might not be an immediate opening for every location listed. If you are interested in building a successful career with opportunities to learn, grow, and make an impact, we encourage you to apply.
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 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.
Additionally, 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.
Skills: Securities Industry Essentials, Series 7, Series 66, Finra, Safe Act.
Education: High School Diploma / GED / Secondary School required; Bachelor's degree preferred or equivalent experience.
Work model: On-site
101, North Bradford Avenue, Old Town Placentia, Placentia, Orange County, California, 92970, United States
Placentia, California
Currently holds FINRA Securities Industry Essentials (SIE). Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.
Bank of America • Newport Beach, California
Bank of America, headquartered in Charlotte, North Carolina, operates as a major global financial institution within the banking industry. The organization provides a comprehensive suite of banking, investing, asset management, and risk management products and services. Its client base spans individual consumers, small to middle-market businesses, and large corporations, covering a wide spectrum of financial needs.
The company maintains approximately 56 million consumer and small business relationships within the United States. In the wealth management sector, it stands as a prominent player among the world's leading firms. Additionally, Bank of America holds a significant position as a global leader in corporate and investment banking as well as trading activities.
This entity focuses on delivering diverse financial solutions to a vast international audience. Its operations are supported by extensive resources and a broad service portfolio designed to meet the complex requirements of its diverse customer segments across the financial landscape.
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