Financial Solutions Advisor I: Launch Your Advisory Career

ghr; Bainbridge Island (WA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

World-class training and onboarding

License exam support (SIE, Series 7, 7

Coaching and career development

Job summary

Bank of America is hiring for a Financial Solutions Advisor Stage I. You will begin by obtaining securities licenses (SIE, Series 7, Series 66) and then deliver end-to-end financial guidance to clients within a Bank of America Merrill Lynch framework.

The Academy provides structured training, coaching, and progression into advisor roles as you build relationships and grow a book of business. The role starts in a financial center with hands-on practice, ongoing development, and access to a wide

Qualifications

• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, nurturing strong relationships with clients.
• Communicates clearly and confidently with clients from diverse backgrounds.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Responsibilities

• Provide end-to-end comprehensive financial advice and client reviews.
• Collaborate with core banking and investment partners to meet clients’ financial needs.
• Build and grow relationships with banking customers and clients across the business.

Skills

Sales aptitude

Communication

Relationship building

Team collaboration

Prioritization

Learning agility

Time management

Regulatory awareness

Education

Bachelor’s degree

Job description

Bank of America is hiring for a Financial Solutions Advisor Stage I. You will begin by obtaining securities licenses (SIE, Series 7, Series 66) and then deliver end-to-end financial guidance to clients within a Bank of America Merrill Lynch framework.

The Academy provides structured training, coaching, and progression into advisor roles as you build relationships and grow a book of business. The role starts in a financial center with hands-on practice, ongoing development, and access to a wide