Financial Solutions Advisor I — Licensing & Client Growth

Bank of America; Washington; On-site; USD 39,743 - 46,356; Full time

Benefits offered by this job

Paid time off

Resources to support employees

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to help clients with financial solutions while acquiring industry licenses. This role includes training with options for career progression and building client relationships.

Applicants should possess a high school diploma and an aptitude for acquiring industry licenses. Responsibilities include consultative client interactions and professional growth through structured training and coaching.

Compensation is competitive at $28.85 - $33.65 per hour based on experience.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and recommending solutions.
• Ability to establish strong peer relationships through effective communication.
• Results-driven mindset in a complex, fast-paced environment.

Responsibilities

• Build a successful career through training and onboarding programs.
• Receive coaching from Academy managers invested in your success.
• Grow knowledge using a defined consultative approach with clients.
• Earn necessary securities licenses through structured lessons.
• Build your professional network through client engagement.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to help clients with financial solutions while acquiring industry licenses. This role includes training with options for career progression and building client relationships.

Applicants should possess a high school diploma and an aptitude for acquiring industry licenses. Responsibilities include consultative client interactions and professional growth through structured training and coaching.

Compensation is competitive at $28.85 - $33.65 per hour based on experience.