Financial Solutions Advisor – Entry-Level with Training Path

ghr; Seattle (WA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I - Registration Candidate in Seattle, WA. You will learn to provide comprehensive advice, present investment options, and support clients across banking and brokerage services, while completing required registrations.

The role requires timely licensing (Series 7 & 66) within 120 days and strong communication, with a focus on customer-centric financial goals and compliant practices.

Qualifications

• Strong communication and client engagement skills.
• Ability to multitask in a fast-paced environment.
• Compliance with SAFE Act registration and licensing timelines.

Responsibilities

• Provide end-to-end advice and customized financial solutions to clients.
• Conduct client reviews and presentations covering goals and investments.
• Engage customers in the lobby and triage leads to suitable internal services.

Skills

Communicate effectively

Multitasking

Adaptability

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Series 7 & 66

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I - Registration Candidate in Seattle, WA. You will learn to provide comprehensive advice, present investment options, and support clients across banking and brokerage services, while completing required registrations.

The role requires timely licensing (Series 7 & 66) within 120 days and strong communication, with a focus on customer-centric financial goals and compliant practices.