Financial Solutions Advisor Registration Candidate

Bank of America in Seattle is seeking a Financial Solutions Advisor Stage I to obtain securities licenses, build and manage client relationships, and provide end-to-end financial guidance. This onsite role sits at the crossroads of core banking and investment solutions, offering a structured path to Stage II through targeted training and proactive client engagement, all while meeting regulatory requirements under the SAFE Act.

Responsibilities

• Earn Securities Industry licenses (SIE, Series 7 and Series 66) through personalized, targeted training.
• Develop and manage a client roster, evaluating complex financial needs and guiding clients with tailored advice and solutions.
• Begin work in a financial center to deliver Bank of America’s core banking and investment solutions and high level client care.
• Provide comprehensive, end-to-end advice, conduct client reviews and presentations with confidence, and propose strategies to help clients reach their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with the solutions offered through Bank of America and Merrill to cover a wide range of financial needs.
• Progress from Stage I to Stage II by expanding and deepening relationships within a client portfolio; the Academy provides programs, tools, and resources to support this growth.
• Subject to SAFE Act registration; you will register with the federal registry and complete the background check and registration process, with potential termination if registration is not obtained or maintained.

Requirements

• Ability to pursue and obtain the required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Proven ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a focus on putting clients' interests first in a fast-paced environment.
• Capability to handle multiple tasks concurrently.
• Willingness to learn and adapt to new technology or applications.

Benefits

• Access world-class training and onboarding programs designed to set you up for long term success at Bank of America.
• One-on-one coaching from Academy managers who are invested in your achievements.
• Grow your knowledge using a defined consultative approach to systematically identify client needs and appropriate solutions.
• Earn your SIE, Series 7 and Series 66 licenses (63 and 65 accepted in lieu of 66) through structured lessons and dedicated study time; obtain the SIE within 30 days of hire and the Series 7 and 66 within 120 days as a role requirement.
• Build your professional network by starting at a financial center and engaging with banking customers, small business owners, and higher net worth clients, leveraging Bank of America’s broad reach.
• Provide end-to-end advice and client reviews to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to a comprehensive range of Bank of America and Merrill solutions.

Details

• Location: Seattle, WA (onsite)
• Salary: USD 28 - 33 per hour
• Education: High School Diploma / GED / Secondary School or equivalent
• Work schedule: Monday through Friday, some Saturdays required
• Shift: 1st shift (United States of America)
• Hours per week: 40