Financial Solutions Advisor I — Training, Licensing & Growth

Bank of America; Portland (OR); On-site; USD 45,000 - 60,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Portland, Oregon. This role involves obtaining key Securities Industry licenses and learning foundational advisor skills to build and manage client relationships effectively.

You will receive world-class training and develop business knowledge while earning the necessary licenses. The position entails interacting with banking clients, providing comprehensive financial advice, and advancing your career within the organization.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-disciplined time- and capacity-management.
• Experience cultivating client relationships and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results-driven mindset prioritizing client interests in a complex environment.
• Ability to execute multiple tasks simultaneously.
• Proficiency in learning and adapting to new technology or applications.

Responsibilities

• Build a successful career at Bank of America through world-class training and onboarding programs.
• Receive training and one-on-one coaching from Academy managers.
• Develop business knowledge by applying a consultative approach to clients.
• Earn the SIE, Series 7 and Series 66 licenses; must obtain SIE within 30 days of hire.
• Build your network by interacting with banking customers and small business owners.
• Provide end-to-end comprehensive advice and deliver client reviews.

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 Portland, Oregon. This role involves obtaining key Securities Industry licenses and learning foundational advisor skills to build and manage client relationships effectively.

You will receive world-class training and develop business knowledge while earning the necessary licenses. The position entails interacting with banking clients, providing comprehensive financial advice, and advancing your career within the organization.