Financial Solutions Advisor Registration Candidate- Columbia South Basin

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Resources for sustainable growth

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Spokane, WA. This entry-level position focuses on obtaining industry licenses while developing essential client relationship skills. Candidates will receive dedicated training to ensure a successful career path in financial solutions.

Join a supportive team that values client relationships, offering comprehensive advice and solutions to help clients achieve their financial goals.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience cultivating client relationships and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing client interest in a complex, fast-paced environment.
• Can execute multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Obtain necessary industry licenses through dedicated training.
• Work in a financial center delivering banking and investment solutions.
• Build and manage client relationships effectively.
• Collaborate with banking and investment partners.

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

Financial Solutions Advisor Stage I (FSA I)

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses. You will receive dedicated classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 exams. Once you obtain your licenses, you will be 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.

After reaching key milestones, you will begin working in a financial center, delivering Bank of America’s core banking, investment solutions, and client care approach. You will equip you with everything needed as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will further practice your skills by growing and deepening relationships within a portfolio of clients. 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. All employees involved in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in immediate termination.

Work Schedule

Monday through Friday, with occasional Saturdays required.

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.
• Receive training and one‑on‑one coaching from Academy managers invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to identify 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; interact with banking customers, small business owners, and higher net worth clients.
• Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions.

Required Qualifications

• Aptitude in obtaining required industry licenses.
• Self‑disciplined in managing time and capacity.
• Experience cultivating client relationships and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results‑driven mindset while prioritizing client interest in a complex, fast‑paced environment.
• Can execute multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired Qualifications

• Bilingual Mandarin strongly desired.
• 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

Hourly: $28.85 – $33.65, determined at time of hire based on experience, education, and skill set. The role is compensated with a base salary and is not incentive eligible.

Benefits

This role is benefits eligible, offering industry‑leading benefits, paid time off, and resources to support employees in making an impact and contributing to sustainable growth.