Financial Solutions Advisor — Client Growth & Licensing Path

Bank of America; Port Orchard (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 hiring a Financial Solutions Advisor Stage I in Port Orchard, WA. This role involves obtaining necessary securities licenses and progressing through stages of client management and financial advisory. Candidates must be bilingual in Mandarin and ready to pursue industry licenses soon after hire.

The position offers a competitive hourly wage between $28.85 and $33.65 with additional benefits that include paid time off and career growth resources.

Qualifications

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

Responsibilities

• Obtain and maintain necessary securities licenses.
• Develop and manage client relationships effectively.
• Deliver client reviews and comprehensive financial advice.
• Collaborate with banking and investment partners.
• Adhere to SAFE Act registration and 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 hiring a Financial Solutions Advisor Stage I in Port Orchard, WA. This role involves obtaining necessary securities licenses and progressing through stages of client management and financial advisory. Candidates must be bilingual in Mandarin and ready to pursue industry licenses soon after hire.

The position offers a competitive hourly wage between $28.85 and $33.65 with additional benefits that include paid time off and career growth resources.