Financial Solutions Advisor I: Licensing & Client Impact

Bank of America; West Linn (OR); On-site; USD 48,000 - 75,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in the United States. You will pursue SIE, Series 7, and Series 66 licenses and develop foundational skills to build and manage client relationships.

After licensing, you will deliver core banking and investment solutions within a financial center. Successful candidates progress to Financial Solutions Advisor Stage II and advance within Bank of America and Merrill.

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.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66) and develop foundational advising skills.
• After licensing, work in a financial center delivering Bank of America’s core banking and investment solutions.
• Provide end-to-end client care and present reviews to help clients meet financial goals.
• Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.

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 / GED / Secondary School or equivalent.

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in the United States. You will pursue SIE, Series 7, and Series 66 licenses and develop foundational skills to build and manage client relationships.

After licensing, you will deliver core banking and investment solutions within a financial center. Successful candidates progress to Financial Solutions Advisor Stage II and advance within Bank of America and Merrill.