Financial Solutions Advisor I — Start Licensing & Growth Path

Bank of America; Silverdale (WA); On-site; USD 39,743 - 46,356; Full time

Job summary

Bank of America is hiring for a Financial Solutions Advisor Stage I (FSA I) in Washington. You will pursue SIE, Series 7, and Series 66 licenses, then advise clients and assemble financial solutions to improve their financial lives. Training supports gradual progression to Stage II with Merrill and Bank of America.

The role starts in a center, enabling exposure to banking and investment products while building a client portfolio. Office-based with structured Academy programs.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience cultivating client relationships and identifying needs.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Deliver end-to-end client advisory, reviews, and presentations.
• Collaborate with banking and investment partners to meet client needs.
• Build and grow a portfolio of clients at a financial center.

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

Bachelor’s degree or higher in related field

Job description

Bank of America is hiring for a Financial Solutions Advisor Stage I (FSA I) in Washington. You will pursue SIE, Series 7, and Series 66 licenses, then advise clients and assemble financial solutions to improve their financial lives. Training supports gradual progression to Stage II with Merrill and Bank of America.

The role starts in a center, enabling exposure to banking and investment products while building a client portfolio. Office-based with structured Academy programs.