Financial Solutions Advisor I: Launch Your Advisory Career

Bank of America; Mercer Island (WA); On-site; USD 39,950 - 46,838; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) to start by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client advisory skills. You'll support and grow a client portfolio and progress to higher roles, including FSA II, within Bank of America and Merrill.

This in‑office role follows a defined training path, with schedule Monday–Friday and some Saturdays, and a pathway to advanced licensing as you build trusted relationships and deliver

Qualifications

• Licenses required: SIE, Series 7 and Series 66 with timely attainment.
• High school diploma or equivalent required; bachelor’s degree preferred.
• Experience in cultivating client relationships and translating needs into solutions.

Responsibilities

• Build and grow a portfolio of clients and deliver advisory services.
• Provide end‑to‑end financial guidance with client reviews and presentations.
• Collaborate with banking and investment partners to meet client needs.

Skills

Advisory

Account Management

Client Experience

Oral Communications

Attention to Detail

Risk Management

Client Management

Education

High School Diploma

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) to start by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client advisory skills. You'll support and grow a client portfolio and progress to higher roles, including FSA II, within Bank of America and Merrill.

This in‑office role follows a defined training path, with schedule Monday–Friday and some Saturdays, and a pathway to advanced licensing as you build trusted relationships and deliver