Financial Solutions Advisor I — Licensing & Client Advisory

Bank of America; Salem (OR); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Oregon to obtain SIE, Series 7 and Series 66 licenses and begin building client relationships at a Bank of America/Merrill financial center.

The role offers comprehensive training, one‑on‑one coaching, and a consultative sales approach to identify client needs and deliver suitable investment solutions, with progression opportunities into Stage II and beyond.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience cultivating client relationships, accessing needs, and recommending solutions.
• Success in building strong peer relationships through effective communication and collaboration.
• Results‑driven mindset prioritizing client interests in a complex, fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma or GED

Bachelor’s degree (preferred)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in Oregon to obtain SIE, Series 7 and Series 66 licenses and begin building client relationships at a Bank of America/Merrill financial center.

The role offers comprehensive training, one‑on‑one coaching, and a consultative sales approach to identify client needs and deliver suitable investment solutions, with progression opportunities into Stage II and beyond.