Financial Solutions Advisor Registration Candidate- Seattle North

Bank of America

Seattle (WA)

On-site

USD 50,000 - 70,000

Full time

14 days+

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Benefits offered by this job

World-class training and onboarding programs

One-on-one coaching from Academy managers

Networking opportunities with clients

Job summary

A leading financial institution is seeking a Financial Solutions Advisor in Seattle. The role involves gaining licenses and building client relationships through exceptional advice and solutions. Candidates must be self-disciplined and skilled in communication to thrive in a fast-paced environment. This full-time position includes training for essential industry licenses. Join a company dedicated to making financial lives better and enjoy a structured career development path.

Qualifications

Ability to obtain required industry licenses.
Experience in cultivating client relationships and recommending solutions.
Demonstrates results-driven mindset in a fast-paced environment.

Responsibilities

Help clients obtain financial licenses and guide them in their financial journey.
Deliver banking, investment solutions, and client care.
Collaborate with banking partners to connect clients with resources.

Skills

Advisory

Client Experience Branding

Active Listening

Attention to Detail

Oral Communications

Issue Management

Education

High School Diploma / GED

Job description

Financial Solutions Advisor Registration Candidate - Seattle North

6 days ago Be among the first 25 applicants

Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins by 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 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, all while humanizing financial interactions.

After achieving key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. Success as a licensed FSA I typically leads to the next role, Financial Solutions Advisor Stage II, where you deepen relationships within a portfolio of clients and advance into many roles within Bank of America and Merrill. The Academy supports you with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. All employees engaged 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 some Saturdays required. Example schedule: 8 am‑5 pm or 9 am‑6 pm.

We'll Help You

Build a successful career through world‑class training and onboarding programs.
Receive training and one‑on‑one coaching from Academy managers invested in your success.
Grow business knowledge using a defined consultative approach to identify client needs and solutions.
Earn your SIE, Series 7 and Series 66 licenses with structured lessons and dedicated study time. SIE must be obtained within 30 days of hire and Series 7 & 66 within 120 days.
Build a network by interacting with banking customers, small business owners and high‑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 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 in cultivating client relationships and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results‑driven mindset while prioritizing client interests in a complex, fast‑paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.

Desired Qualifications