Financial Solutions Advisor — Client Growth & Licensing Path

Bank of America; Mercer Island (WA); On-site; USD 39,743 - 46,356; Full time

Benefits offered by this job

Paid time off

Career growth resources

Industry-leading benefits

Job summary

Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Mercer Island, WA. This role requires obtaining industry licenses and training in client relationship management. Responsibilities include managing client relationships and delivering financial advice, with a focus on collaborative solutions.

The role requires a bachelor's degree and is eligible for industry-leading benefits, including paid time off. The position supports career growth and requires registration under the SAFE Act.

Qualifications

• Bilingual Mandarin required.
• Ready to pursue required industry licenses within 30–120 days of hire.
• Self-disciplined, time-management, and capacity-management skills.
• Experience cultivating client relationships and recommending financial solutions.
• Strong peer collaboration, communication and results-driven mindset.
• Multitasking, technology adaptability, and problem-solving skills.

Responsibilities

• Obtain and maintain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.
• Develop and manage client relationships, identifying needs and recommending appropriate financial solutions.
• Deliver client reviews, presentations and comprehensive financial advice.
• Collaborate with core banking, investment partners and Merrill divisions to meet all client needs.
• Adhere to SAFE Act registration and background-check requirements.

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

Education

Bachelor's degree

Job description

Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Mercer Island, WA. This role requires obtaining industry licenses and training in client relationship management. Responsibilities include managing client relationships and delivering financial advice, with a focus on collaborative solutions.

The role requires a bachelor's degree and is eligible for industry-leading benefits, including paid time off. The position supports career growth and requires registration under the SAFE Act.