Financial Solutions Advisor Registration Candidate

Bank of America in Seattle, WA offers an on-site pathway designed to develop your securities licensing credentials and client advisory skills. This Financial Solutions Advisor Stage I role provides robust training, one-on-one coaching, and a clear progression to Stage II as you help clients meet their financial goals. The position carries a competitive hourly pay of USD 28 to 33 and places you in a collaborative environment with our core banking and Merrill solutions teams to address a wide range of client needs.

Benefits

• World class training and onboarding programs that equip you for long term success.
• One-on-one coaching from Academy managers who are invested in your development.
• Structured, consultative approach to grow your knowledge and systematically identify client needs and solutions.
• Licensing pathway including Security Industry Essentials (SIE), Series 7 and Series 66 licenses; 63 and 65 are accepted in lieu of 66; SIE must be earned within 30 days and Series 7 and 66 within 120 days.
• Expand your network starting at a financial center by engaging with banking customers, small business owners, and higher net worth clients.
• Deliver end-to-end advisory services, client reviews and presentations, and propose strategies to support clients’ goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66) and complete exams within stated timelines, with SIE within 30 days and Series 7 and 66 within 120 days (63/65 accepted in lieu of 66).
• Build and manage client relationships, understanding complex financial pictures and guiding clients with thoughtful advice and solutions while maintaining a human-centered approach.
• Begin in a financial center to deliver Bank of America core banking, investment solutions, and client care.
• Progress to Financial Solutions Advisor Stage II after demonstrated success, expanding relationships within a client portfolio.
• Participate in Academy programs, tools, and resources that support career development.
• Register with the SAFE Act and complete the required background check and registration process; non-compliance may lead to termination.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions to meet a broad range of financial needs.
• Provide comprehensive, end-to-end advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals.
• Grow your network by engaging with banking customers, small business owners, and higher net worth clients to expand business opportunities.
• Enhance your knowledge through a defined consultative approach to identify client needs and appropriate solutions.

Requirements

• Aptitude in obtaining the required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and proposing solutions.
• Proven ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a focus on the client’s interests in a complex, fast-paced environment.
• Ability to manage multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.
• Education: High School Diploma, GED, or equivalent.

Schedule

• Work days: Monday through Friday, with some Saturdays required.
• Shift: 1st shift (United States of America).
• Hours per week: 40.
• Typical schedule examples include shifts such as 8am to 5pm or 9am to 6pm.