Financial Solutions Advisor Registration Candidate - Northgate, WA Market

Overview 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 every 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. Position Financial Solutions Advisor Stage I (FSA I). Your journey begins with obtaining Securities Industry licenses. You will receive dedicated and personalized classes for Securities Industry Essentials (SIE), Series 7, and Series 66 exams, and then teach you 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 to help them live their best financial lives. Responsibilities 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 the Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) within the required timelines. You must obtain your SIE within 30 days of being hired and 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 higher 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 and 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. Qualifications 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 interest in a complex, fast‑paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) and a Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. 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 Education High School Diploma / GED / Secondary School or equivalent. Schedule Monday – Fridays and rotating Saturdays. Shift: 1st shift (United States of America). Hours per week: 40. Compensation Pay range $28.85 – $33.65 hourly pay, offers to be determined 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 to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Other Requirements This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination. #J-18808-Ljbffr