Financial Solutions Advisor I: Licenses & Client Growth

Bank of America; Bend (OR); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America in Bend, Oregon is seeking a Financial Solutions Advisor Stage I (FSA I) who will pursue the necessary securities licenses and develop foundational client-advising skills.

Upon licensure, you will deliver core banking and investment solutions, build relationships, and contribute to a team that supports clients across the financial center. This entry-level role offers training and clear paths for advancement.

Qualifications

• Ability to obtain required industry licenses (SIE, Series 7, 66).
• Strong time management and self-discipline.
• Experience cultivating client relationships and identifying needs.
• Excellent communication and collaboration with peers.
• Results-driven mindset prioritizing client interests.
• Ability to manage multiple tasks simultaneously.
• Willingness to learn new technology and applications.

Responsibilities

• Pursue SIE, Series 7 and Series 66 licenses within designated timelines.
• Build and manage client relationships at the financial center.
• Deliver end-to-end advisory and connect clients to Bank of America solutions.

Skills

Advisory

Account Management

Client Experience

Oral Communications

Written Communications

Attention to Detail

Attention to Needs

Education

High School Diploma / GED

Bachelor's degree (preferred)

Job description

Bank of America in Bend, Oregon is seeking a Financial Solutions Advisor Stage I (FSA I) who will pursue the necessary securities licenses and develop foundational client-advising skills.

Upon licensure, you will deliver core banking and investment solutions, build relationships, and contribute to a team that supports clients across the financial center. This entry-level role offers training and clear paths for advancement.