Financial Solutions Advisor Registration Candidate- Columbia South Basin

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Richland, WA seeks a Financial Solutions Advisor Stage I to begin with licensing and build a client advisory career. You will pursue the SIE, Series 7, and Series 66, joining a financial center to deliver core banking, investment solutions, and client care.

This role progresses to FSA II with ongoing licenses and broader opportunities within Bank of America and Merrill. Strong communication and relationship-building skills are essential.

Qualifications

• Aptitude for obtaining required industry licenses.
• Experience in cultivating client relationships and needs assessment.
• Ability to communicate clearly and build trusted adviser connections.

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses as required.
• Provide end-to-end financial advice and client reviews.
• Build and manage relationships with Banking and Merrill partners.
• Deliver core banking and investment solutions to clients.

Skills

Licensing aptitude

Relationship management

Sales orientation

Communication

Time management

Multi-tasking

Adaptability

Education

High School Diploma / GED

Bachelor's degree (desired)

Job description

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once you obtain your licenses, you are taught the foundational skills needed to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions, and approach to client care.

After demonstrating success as a licensed FSA I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you have learned by growing and deepening relationships within a portfolio of clients. As a successful FSA II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Work Schedule

Monday thru Friday, some Saturdays required.

Schedule Example: 8am-5pm, 9am-6pm, etc.

We'll help you

• Build a successful career at Bank of America through world‑class training and onboarding programs that set you up for success.
• Get training and one‑on‑one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days – a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results‑driven mindset while prioritizing clients’ interest in a complex, fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.

Shift

1st shift (United States of America)

Hours Per Week

40

Pay & Benefits

Pay range: $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.

This role is compensated with a base salary and is not incentive eligible.

Benefits: This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.