Financial Solutions Advisor I: Licensing & Client Advisory

Bank of America; Kent (WA); On-site; USD 39,000 - 47,000; Full time

Job summary

Bank of America is hiring for the Financial Solutions Advisor Stage I. You will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and transition toward advising clients on core banking and investment solutions.

This role follows a graduated development path from FSA I to FSA II with strong focus on relationship building and client needs. Position requires in-office attendance with some flexibility based on role, Monday–Friday schedule, and 40 hours weekly.

Qualifications

• Aptitude for obtaining required industry licenses and building client relationships.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration skills.
• Demonstrates a results-driven mindset while prioritizing client interests.

Responsibilities

• Provide end-to-end advisory support and client reviews.
• Collaborate with banking and investment partners to meet client needs.
• Develop and expand relationships through a consultative approach.

Skills

Advisory

Account Management

Client Experience

Oral Communications

Issue Management

Client Solutions

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies & Guidelines

Client Management

Written Communications

Education

High School Diploma

Job description

Bank of America is hiring for the Financial Solutions Advisor Stage I. You will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and transition toward advising clients on core banking and investment solutions.

This role follows a graduated development path from FSA I to FSA II with strong focus on relationship building and client needs. Position requires in-office attendance with some flexibility based on role, Monday–Friday schedule, and 40 hours weekly.