Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market

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

Job summary

Bank of America is hiring for a Financial Solutions Advisor Stage I (FSA I) in Washington. You will pursue SIE, Series 7, and Series 66 licenses, then advise clients and assemble financial solutions to improve their financial lives. Training supports gradual progression to Stage II with Merrill and Bank of America.

The role starts in a center, enabling exposure to banking and investment products while building a client portfolio. Office-based with structured Academy programs.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience cultivating client relationships and identifying needs.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Deliver end-to-end client advisory, reviews, and presentations.
• Collaborate with banking and investment partners to meet client needs.
• Build and grow a portfolio of clients at a financial center.

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

Bachelor’s degree or higher in related field

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 each 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.

As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66). 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 that help them live their best financial lives while humanizing financial interactions.

After reaching 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. You will support and grow a portfolio of clients and advance into higher roles, including Financial Solutions Advisor Stage II, with opportunities across Bank of America and Merrill. The Academy provides 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, 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 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 & 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 high‑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 client’s 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.

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone‑based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

Locations: Bainbridge Island (WA), Bonney Lake (WA), Des Moines (WA), Federal Way (WA), Gig Harbor (WA), Mercer Island (WA), Port Orchard (WA), Puyallup (WA), Seattle (WA), Silverdale (WA), Tacoma (WA), Lakewood (WA).

Pay and Benefits Information

Pay Range

$28.85 - $33.65 per hour, offered 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 the sustainable growth of our business and communities we serve.