Financial Solutions Advisor Registration Candidate- NW Snohomish Market

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

Benefits offered by this job

World-class training and onboarding programs

One-on-one coaching from Academy managers

Access to paid time off

Industry-leading benefits

Job summary

Bank of America is looking for a Financial Solutions Advisor Stage I in Bothell, WA. In this role, you will acquire necessary licenses and develop foundational skills to manage client relationships effectively. The position offers professional growth and advancement opportunities within the company.

Key responsibilities include providing comprehensive client advice and collaborating with banking partners to meet diverse financial needs. The ideal candidate is self-disciplined and results-driven, with a strong ability to build client relationships.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Success in building strong peer relationships through communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Comfort learning and adapting to new technology or applications.

Responsibilities

• Acquire necessary Securities Industry licenses.
• Build, manage, and guide client relationships to achieve financial goals.
• Deliver banking and investment solutions to clients.
• Provide end-to-end comprehensive advice and client reviews.
• 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, you will begin your career by acquiring the necessary Securities Industry licenses. Dedicated and personalized classes will support you in obtaining your Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once licensed, you will learn the foundational skills needed to be an advisor—building, managing, and guiding client relationships so they can achieve their financial goals in a humanized manner. Upon reaching key milestones, you will begin working in a financial center to deliver Bank of America's core banking, investment solutions, and client‑care approach.

After demonstrating success as a licensed Financial Solutions Advisor Stage I, you typically progress to Stage II to further deepen relationships within a portfolio of clients. Success can lead to advancement into many roles across Bank of America and Merrill, with ongoing support from Academy programs and resources.

Attention: 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 maintain good standing. Failure to obtain or maintain the SAFE Act registration may result in immediate termination.

Work Schedule

Monday thru Friday, some Saturdays required.

Schedule Example: 8 am – 5 pm, 9 am – 6 pm, 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 through a defined consultative approach with clients.
• Earn your Securities Industry Essentials (SIE), Series 7, and Series 66 licenses via 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 by interacting with banking customers, small‑business owners, and higher net‑worth clients.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners, connecting clients to solutions that meet virtually all their financial needs.

Required Qualifications

• Aptitude in obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Success in building strong peer relationships through communication and collaboration.
• Results‑driven mindset while prioritizing clients’ interests in a complex, fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Comfort learning and adapting to new technology or applications.

Desired Qualifications

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

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 Transparency Details

US – WA – Arlington – 3230 172nd St Ne – SMOKEY POINT BC (WA4139), US – WA – Bellingham – 4251 Guide Meridian – CORDATA BC (WA4111), US – WA – Bothell – 1115 228TH ST SE – CANYON PARK BC (WA4153), US – WA – Everett – 1803 112th St Se – SILVER LAKE BC (WA4138), US – WA – Lynnwood – 1424 164TH ST SW – MARTHA LAKE BC (WA4157), US – WA – Marysville – 415 State Ave – MARYSVILLE BC (WA4128), US – WA – Mill Creek – 911 161st St Se – MILL CREEK BC (WA4133), US – WA – Monroe – 19917 Old Owen Rd – MONROE BC (WA4129), US – WA – Mount Vernon – 320 W KINCAID St – MOUNT VERNON BC (WA4130), US – WA – Snohomish – 903 2nd St – SNOHOMISH BC (WA4140), US – WA – Stanwood – 26929 102nd Ave Nw – STANWOOD BC (WA4144).

Pay and Benefits Information

Pay Range

$28.85 – $33.65 per hour, offers to be determined based on experience, education, and skill set.

Predictable Pay

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 so employees can make a genuine impact and contribute to sustainable growth of the business and communities.