Financial Solutions Advisor — Client Growth & Licensing Path

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

Benefits offered by this job

Paid time off

Resources to support career growth

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Silverdale, Washington. In this role, you'll obtain necessary securities licenses and develop client relationships through comprehensive financial solutions. With responsibilities including delivering client reviews and collaborating with partners, you're set for success in a supportive environment.

The role offers a base salary between $28.85 and $33.65 per hour, alongside industry-leading benefits to foster career growth and development.

Qualifications

• Bilingual Mandarin required.
• Ready to pursue required industry licenses within 30–120 days of hire.
• Self-discipline, time-management, and capacity-management skills.
• Experience cultivating client relationships and recommending financial solutions.

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.

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 seeking a Financial Solutions Advisor Stage I in Silverdale, Washington. In this role, you'll obtain necessary securities licenses and develop client relationships through comprehensive financial solutions. With responsibilities including delivering client reviews and collaborating with partners, you're set for success in a supportive environment.

The role offers a base salary between $28.85 and $33.65 per hour, alongside industry-leading benefits to foster career growth and development.