Financial Solutions Advisor - License Path to Advisory

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

Benefits offered by this job

Benefits

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) in Washington. You will begin by obtaining essential licenses (SIE, Series 7, 66) and then be trained to build and manage client relationships, offering solutions that align with their financial goals.

Initially working in an in-office environment, you will support a portfolio of clients, advance to higher roles such as FSA II, and participate in academy-driven programs, with a clear path across Bank of America and Merrill.

Qualifications

• Must obtain SIE, Series 7, and Series 66 licenses.
• SIE within 30 days; Series 7 & 66 within 120 days.
• Bachelor’s degree and/or 1 year of financial services or sales experience.

Responsibilities

• Support and grow a client portfolio and provide financial guidance.
• Deliver end-to-end advisory, client reviews, and presentations.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client relationships

Time management

Communication

Adaptability

Sales experience

Team collaboration

Attention to detail

Problem solving

Education

High School Diploma / GED

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) in Washington. You will begin by obtaining essential licenses (SIE, Series 7, 66) and then be trained to build and manage client relationships, offering solutions that align with their financial goals.

Initially working in an in-office environment, you will support a portfolio of clients, advance to higher roles such as FSA II, and participate in academy-driven programs, with a clear path across Bank of America and Merrill.