Financial Solutions Advisor I: Start Your Licensed Banking Career

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

Benefits offered by this job

Industry-leading benefits

Licensing support

In‑office training

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to start with securities licensing (SIE, Series 7, Series 66) and develop foundational skills in client relationships and advisory guidance. You will train through the Academy and progress toward Financial Solutions Advisor Stage II, with opportunities across Bank of America and Merrill.

Initially based in an in-office center, you’ll serve a broad client base, provide comprehensive advice, and align solutions with clients’

Qualifications

• Must be licensed or able to obtain required industry licenses (SIE, Series 7, Series 66).
• Experience in cultivating client relationships and prioritizing client needs.
• Ability to work in a fast-paced environment and manage multiple tasks.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66) within stated timelines.
• Build and manage client relationships and provide financial guidance.
• Help deliver banking and investment solutions within 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

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to start with securities licensing (SIE, Series 7, Series 66) and develop foundational skills in client relationships and advisory guidance. You will train through the Academy and progress toward Financial Solutions Advisor Stage II, with opportunities across Bank of America and Merrill.

Initially based in an in-office center, you’ll serve a broad client base, provide comprehensive advice, and align solutions with clients’