Financial Solutions Advisor I - Licensing & Growth Path

Bank of America; Puyallup (WA); On-site; USD 39,950 - 46,838; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I. You will begin by obtaining Securities Industry licenses (SIE, Series 7 and 66) and then learn to advise clients on financial solutions that fit their needs and life goals.

You’ll start in a financial center, building relationships and guiding clients with a consultative approach. As you reach milestones, you’ll advance to Stage II and beyond, with Academy programs and coaching to support growth.

Qualifications

• Aptitude for obtaining required industry licenses.
• Self-discipline in time and capacity management.
• Experience cultivating client relationships and needs-based solutions.
• Ability to build peer relationships through clear communication.
• Results-driven with prioritization of client interests.
• Multitasking in a fast-paced environment.
• Willingness to learn new technologies and applications.

Responsibilities

• Obtain SIE, Series 7 and Series 66 licenses as part of the role.
• Develop foundational skills to advise clients and provide solutions.
• Support a portfolio of clients and progress to higher levels.
• Engage in in-office training and Academy programs for growth.
• Collaborate with banking and investment partners to meet client needs.
• Provide end-to-end advisory and client reviews with confidence.

Skills

Licensing

Client relationships

Time management

Communication

Sales orientation

Adaptability

Financial knowledge

Attention to detail

Written communications

Education

High School Diploma / GED

Bachelor’s degree or 1 year sales/financial services

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I. You will begin by obtaining Securities Industry licenses (SIE, Series 7 and 66) and then learn to advise clients on financial solutions that fit their needs and life goals.

You’ll start in a financial center, building relationships and guiding clients with a consultative approach. As you reach milestones, you’ll advance to Stage II and beyond, with Academy programs and coaching to support growth.