Financial Solutions Advisor Registration Candidate- Seattle South Market

Financial Solutions Advisor – Stage I As an FSA I, you will obtain Securities Industry licenses (SIE, Series 7, Series 66) and use them to build and manage client relationships, provide financial advice, and deliver Bank of America’s core banking and investment solutions in our financial centers. You will collaborate with core banking and investment partners, present client recommendations, and prepare for progression to Stage II and future advancement within Bank of America and Merrill. Responsibilities Obtain and maintain Securities Industry licenses within the specified timelines. Acquire, build, and manage client relationships. Develop comprehensive financial solutions based on clients’ complex financial pictures. Deliver client reviews and presentations with confidence. Collaborate with core banking and investment partners to connect clients to needed solutions. Execute multiple tasks simultaneously in a fast‑paced environment. Required Qualifications Bilingual Mandarin proficiency. Ability to self‑discipline time and capacity management. Experience cultivating client relationships and recommending solutions. Strong communication and collaboration skills to build peer relationships. Results‑driven mindset prioritizing client interests. Adaptable to new technologies and applications. Desired Qualifications Minimum of one year of financial services or sales experience. Bachelor’s degree (preferred). Skills Advisory, Account Management, Client Experience Branding Customer & Client Focus, Oral Communications, Issue Management Client Solutions Advisory, Pipeline Management, Active Listening Attention to Detail, Risk Management, Policies, Procedures & Guidelines Client Management, Causation Analysis, Written Communications Minimum Education High School Diploma, GED, or equivalent secondary schooling. Schedule Monday through Friday, with occasional Saturdays required. Example shifts: 8 am-5 pm or 9 am-6 pm. Compensation and Benefits Hourly pay range: $28.85 – $33.65, depending on experience and qualifications. Benefits eligible. Legal Considerations Position is subject to SAFE Act registration requirements; employees must register with the federal registry system and remain in good standing. Failure to obtain or maintain registration may result in immediate termination. #J-18808-Ljbffr