Financial Solutions Advisor I - License Path

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

Benefits offered by this job

Industry-leading benefits

Paid time off

One-on-one coaching

Job summary

Bank of America in Mill Creek is seeking a Financial Solutions Advisor Stage I to help clients achieve their financial goals. This role involves obtaining required securities licenses and providing personalized financial solutions, all while building client relationships.

The ideal candidate will receive structured training and has opportunities for growth within the company. Candidates must have a High School diploma or equivalent and strong communication skills. Join us and impact lives positively!

Qualifications

• Must obtain Securities Industry Essentials (SIE) within 30 days of being hired.
• Obtain Series 7 and Series 66 licenses within 120 days.
• Aptitude in managing time and capacity.

Responsibilities

• Help deliver banking and investment solutions at financial centers.
• Provide comprehensive advice and client care.
• Assist clients in achieving their financial goals.

Skills

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Mill Creek is seeking a Financial Solutions Advisor Stage I to help clients achieve their financial goals. This role involves obtaining required securities licenses and providing personalized financial solutions, all while building client relationships.

The ideal candidate will receive structured training and has opportunities for growth within the company. Candidates must have a High School diploma or equivalent and strong communication skills. Join us and impact lives positively!