Financial Solutions Advisor Registration Candidate

This is an entry-level Financial Solutions Advisor Stage I opportunity at Bank of America in Richland, WA, focusing on securing securities licenses and delivering guided financial support to clients, with clear progression to Stage II and additional opportunities.

Location

Richland, WA (onsite)

Compensation

USD 29 - 34 per hour

Minimum Education

High School Diploma / GED / Secondary School or equivalent

Responsibilities

• Develop and manage a portfolio of client relationships from initial contact to ongoing engagement.
• Assess clients' multifaceted financial scenarios and provide tailored advice and solutions to help them achieve their financial goals, maintaining a client-centered approach.
• Present Bank of America core banking and investment offerings and a client-care framework within the financial center.
• Offer comprehensive, end-to-end financial guidance, conduct client reviews and presentations, and propose strategies aligned with clients' goals and life priorities.
• Collaborate with banking and investment partners to connect clients with solutions across Bank of America and Merrill to address a broad range of financial needs.
• Expand your professional network starting in the financial center, engaging with banking customers, small business owners and higher net worth clients, leveraging the firm’s relationships with about half of U.S. households to grow the business.
• Obtain the required securities licenses (SIE, Series 7, Series 66, with 63/65 accepted in lieu of 66) within specified time frames and complete related training.
• Participate in comprehensive training and onboarding programs designed to prepare you for success.

Requirements

• Spanish language proficiency is required.
• Aptitude for pursuing and obtaining required industry licenses.
• Strong self-discipline in time and workload management.
• Experience in building client relationships, assessing needs, and recommending suitable solutions.
• Proven ability to develop effective peer relationships through clear communication and collaboration.
• Results-driven mindset with a focus on prioritizing client interests in a dynamic, fast-paced environment.
• Ability to manage multiple tasks concurrently.
• Willingness to learn and adapt to new technologies or applications.

Benefits

• Access world-class training and onboarding programs to support a successful career at Bank of America.
• Receive training and one-on-one coaching from Academy managers dedicated to your success.
• Grow your business knowledge through a defined consultative approach to identify client needs and appropriate solutions.
• Complete the Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) via structured lessons and study time; obtain SIE within 30 days of hire and Series 7 & 66 within 120 days.
• Build your network starting at the financial center by engaging with various client segments and leveraging broad household relationships to expand the 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 to connect clients with Bank of America and Merrill solutions to meet a wide range of financial needs.

Schedule

Monday – Fridays and rotating Saturdays

Shift

1st shift (United States of America)

Hours per Week

40

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