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Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market

$28.85 - $33.65 per hour

Bank of America

Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders each day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. As a Financial Solutions Advisor Stage I (FSA I) , you will begin by obtaining Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66). 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 that help them live their best financial lives while humanizing financial interactions. After reaching 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. You will support and grow a portfolio of clients and advance into higher roles, including Financial Solutions Advisor Stage II, with opportunities across Bank of America and Merrill. The Academy provides dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in immediate termination. Work Schedule Monday through Friday, some Saturdays required. Schedule Example: 8 am–5 pm, 9 am–6 pm, etc. We’ll help you Build a successful career at Bank of America through world‑class training and onboarding 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) through 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 high‑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 the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications Aptitude in obtaining required industry licenses. Must be self‑disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone‑based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency details Locations: Bainbridge Island (WA), Bonney Lake (WA), Des Moines (WA), Federal Way (WA), Gig Harbor (WA), Mercer Island (WA), Port Orchard (WA), Puyallup (WA), Seattle (WA), Silverdale (WA), Tacoma (WA), Lakewood (WA). Pay and Benefits Information Pay Range $28.85 - $33.65 per hour, offered based on experience, education, and skill set. Predictable Pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support so employees can make a genuine impact and contribute to the sustainable growth of our business and communities we serve. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
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