Financial Solutions Advisor I: Licensing & Client Growth

Bank of America; Bainbridge Island (WA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

World-class training and on-boarding programs

One-on-one coaching from Academy managers

Comprehensive career support

Job summary

Bank of America in Bainbridge Island is looking for a Financial Solutions Advisor Stage I. You will start by obtaining industry licenses through dedicated training and then work in a financial center providing banking and investment solutions to clients.

The role requires strong client relationship skills and a results-driven mindset, with opportunities for career advancement. The successful candidate will manage complex client needs while executing multiple tasks effectively.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and recommending solutions.
• Must be self-disciplined in managing time and capacity.

Responsibilities

• Obtain Securities Industry licenses and advisory training.
• Manage client relationships and deliver banking solutions.
• Collaborate with banking and investment partners to meet client needs.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America in Bainbridge Island is looking for a Financial Solutions Advisor Stage I. You will start by obtaining industry licenses through dedicated training and then work in a financial center providing banking and investment solutions to clients.

The role requires strong client relationship skills and a results-driven mindset, with opportunities for career advancement. The successful candidate will manage complex client needs while executing multiple tasks effectively.